Description

The Receptionist serves as the first point of contact for clients, carriers and business partners – primarily by phone and, as needed, for walk-in visitors. This role is responsible for delivering a consistent, professional greeting; accurately identifying and routing callers; supporting efficient call handling workflows; and protecting client confidentiality. The Receptionist uses approved scripts and established procedures to ensure callers are connected to the right resource quickly, while maintaining high service standards and a calm, solutions-oriented demeanor.

Work Performed

Serves as the first point of contact for clients, carriers and business partners by phone and, as needed, in person, creating a welcoming and professional first impression
Manages a high volume of inbound communications, assesses needs efficiently and connects individuals with the appropriate internal resource
Provides clear, accurate general information regarding Oakbridge services and processes while adhering to confidentiality and information-sharing guidelines
Demonstrates strong customer service and communication skills, including active listening, empathy, professionalism and sound judgment
Maintains accurate messages, notes and documentation of interactions in applicable systems to support timely follow-up and service continuity
Collaborates effectively with Account Managers, service teams and leadership to ensure consistent service standards and a positive client experience
Uses discretion when handling sensitive information and follows company policies, procedures and service standards
Escalates urgent or complex concerns appropriately and supports service recovery efforts in a calm, solutions-oriented manner
Follows company policies and standards related to attendance, reliability, professionalism and technology requirements

Requirements

High School Diploma or equivalent
1+ year experience in a receptionist, front office or customer service role (phone-heavy environments preferred)
Excellent verbal/written communication and professional phone presence
Strong organization, attention to detail and ability to prioritize in a fast-paced, multi-task environment
Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and comfort learning new systems
Ability to handle sensitive information and comply with our confidentiality / data privacy requirements

Preferred Education & Experience

Prior experience in an insurance agency, call center or high-volume professional services environment preferred, but not required
Familiarity with Applied Epic (or similar agency management/CRM systems) and/or telephone systems (e.g. Dialpad) is a plus

Summary

Deeply Rooted to Serve

Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.

For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.

Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.

Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.

For more information visit our website:

Deeply Rooted Insurance Agency | Oakbridge Insurance - Oakbridge Insurance