Receptionist
Receptionist
Why This Role Matters
As the first point of contact for Harvey Insurance, you'll set the tone for every client and visitor who calls or walks through the door. This role is ideal for someone who takes pride in creating a warm, organized, and professional front-office experience while keeping the day-to-day details of the agency running smoothly.
You'll work closely with agents and account teams to make sure client calls, walk-ins, mail, and administrative tasks are handled promptly and accurately — helping the agency deliver the kind of responsive, personal service clients expect.
How You'll Make an Impact
- Handle incoming phone calls and efficiently direct them to the appropriate departments, ensuring clients' inquiries are addressed promptly.
- Receive, sort, and distribute office mail, ensuring it reaches the intended recipients in a timely manner.
- Greet and assist walk-in customers, addressing their queries and providing information about the agency's insurance products and services.
- Collect payments from customers once trained on the process.
- Manage incoming faxes and forward them to the relevant individuals or departments.
- Document and log daily phone calls, maintaining accurate records that support the weekly summary report.
- Keep track of daily walk-in traffic, maintaining records for the weekly summary report.
- Collaborate with other departments on small projects, such as assembling promotional sales folders for new customers.
- Support the training and onboarding of new front-desk staff, helping them integrate smoothly into the team.
- Look for ways to improve the efficiency and effectiveness of front-desk operations, suggesting process enhancements and best practices.
Who You Are
- An excellent communicator, both written and verbal, who conveys information clearly and transparently.
- Organized and able to prioritize tasks and manage daily responsibilities effectively.
- Detail-oriented, with a high level of accuracy when entering data and reviewing documents.
- A collaborative team player who works well across departments.
- An exceptional problem-solver with a persistent approach to finding resolutions.
- Empathetic and responsive, creating a positive experience for every client and visitor.
- Comfortable with Microsoft Office Suite and other tools used for email and data entry.
- Committed to ethical standards and confidentiality when handling sensitive employee and client information.
What You Bring
Day One:
- Previous experience as an administrative assistant or receptionist.
- High School Diploma or GED.
- Excellent communication and organizational skills, with strong attention to detail.
- Ability to manage multiple priorities in a fast-paced, in-office environment.
Valuable Additions:
- Previous experience working at a multiline insurance agency.
Real Benefits for Real Life
- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
- Competitive 401(k) company match to help you build your financial future
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
About Patriot Growth Insurance Services
Pay Range: Posted below*
*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.
Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.
Pay Range
$22 - $23 USD
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