Job Description

The Receptionist position will involve answering multiple phone lines, providing customer service to agency customers, greeting office visitors throughout the day, drafting letters & reports, and other additional clerical duties as directed by the agency owner or associates.

Benefits

Base Salary with Commissions 

Mon-Fri Work Schedule

Holidays Off

Professional Work Environment

Responsibilities

• Solicits for new business via telephone, networking, and other lead sources.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Return all phone messages promptly.
• Maintain client relationships with follow up phone calls.

Requirements

• Excellent Communication/interpersonal skills.
• Professional phone etiquette.
• Interested in a sales career, sales experience preferred
• Preferably bilingual Spanish