HiringCafe
Posted 4d ago

INS RECEPTIONIST

@ Pinnacle Bank
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Grand Island, Nebraska, United States
OnsiteFull Time
Responsibilities:Answer calls, Greet customers, Schedule appointments
Requirements Summary:Greets customers, answers calls, schedules, and performs clerical duties; HS diploma; may require insurance licenses; strong communication and multitasking.
Technical Tools Mentioned:Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Agency Software
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Job Description
GENERAL SUMMARY:
Greets customers and provides a variety of customer services such as answering telephones, providing initial customer contact.
 
RESPONSIBILITIES AND DUTIES:
  1. Answer incoming calls and direct calls to appropriate person or voice mail.  Take messages if needed.
  2. Greet customer and direct to appropriate department or individual.
  3. Schedule appointments and meetings for management.
  4. Sort and deliver mail.  May scan incoming mail into agency management system and activity to appropriate staff.
  5. Assist with clerical duties including filing, copying, computer input, reporting.
  6. May assist with accepting payments from customers
  7. Order office supplies
  8. Regular and reliable attendance.
  9.  Performs other related duties as assigned by management.
 
KNOWLEDGE, SKILL, AND ABILITIES:
  • Knowledge of insurance products and services.
  • Knowledge of Microsoft Word, Excel, Powerpoint, Outlook and learn Agency Software.
  • Ability to communicate with customers and co-workers in a courteous and professional manner.
  • Ability to multi-task and function as a team player.
  • Ability to work with accuracy, organization, and attention to detail.
  • Ability to operate various office machines including switchboard, adding machine, copy machine, etc.
  • Ability to learn insurance products.

EDUCATION AND EXPERIENCE:
  • High school graduate or equivalent.
  • May require insurance licenses.

PHYSICAL REQUIREMENTS:

Seeing:  75 - 100%
Must be able to greet customers, read documents use computer                                                                               
Hearing:   75% - 100% 
Must be able to communicate with customers and co-workers                                                                 
Standing/Walking:   25-49%     
                                                                                                   
Climbing/Stooping/Kneeling:   25-49%                             
 
Lifting/Pulling/Pushing:  0-24%                                           
 
Fingering/ Grasping/Feeling:  75% - 100%
Must be able to use computer, write                                                                                       

                               
PHYSICAL DIMENSIONS:
Light Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry or otherwise move objects. Job involves sitting most of the time and walking and standing some of the time.
 
NOTE:  The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel.

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