Receptionist

Leavitt Central Coast Insurance Services, a Leavitt Group affiliate in Salinas, CA is looking to add a full time Receptionist to their busy agency. The Receptionist serves as the first point of contact for the agency, providing professional, courteous service to clients, visitors, and the general public. This role is responsible for managing incoming calls, greeting visitors, handling mail and facsimiles, and providing general administrative support to ensure efficient daily operations.

Essential Duties and Responsibilities

• Greet clients and visitors in a professional and welcoming manner and direct them appropriately.

• Answer, screen, and route incoming phone calls based on the nature of the inquiry.

• Screen and manage unsolicited sales and marketing calls.

• Receive, sort, and distribute incoming mail to appropriate personnel.

• Prepare and process outgoing priority mail for the agency.

• Receive and distribute incoming facsimiles and monitor outgoing facsimiles to ensure successful transmission.

• Maintain a clean, organized, and professional reception area.

• Organize, monitor, and restock office supplies as needed.

• Schedule meetings, appointments, and travel arrangements for managers or supervisors upon request.

• Set up and maintain agency customer files, both electronic and paper-based.

• Prepare memos, correspondence, reports, and other routine documents.

• Assist personal and commercial lines departments with data entry and updates to customer accounts.

• Perform additional clerical and administrative duties as required to support agency operations.

Qualifications

To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. The requirements listed below represent the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Must possess a valid, in-force driver’s license with a motor vehicle record acceptable to the agency.

Education and Experience

• Education: High School Diploma or GED required , College degree preferred

• Experience: Minimum of three (3) months of related experience and/or prior typing or data entry experience

• 1 year in a customer service role

• Interested in obtaining a Property & Casualty or Life & Health insurance license

Skills and Knowledge

Language Skills

• Ability to read, write, and communicate effectively in English.

• Bilingual in Spanish/English a plus

• Ability to understand and follow simple instructions, short correspondence, and memos.

• Ability to communicate clearly and professionally, both verbally and in writing, with clients, company personnel, and others.

Mathematical Skills

• Ability to perform basic mathematical calculations, including addition, subtraction, multiplication, and division.

Computer Skills

• Basic proficiency in Microsoft Office Outlook, Powerpoint.,Word & Excel

• Typing skills and/or prior data entry experience required.

Reasoning Ability

• Ability to apply common sense understanding to carry out written and verbal instructions.

• Ability to manage tasks involving multiple variables in standardized office and insurance-related situations.

• Ability to work independently with minimal supervision.

  Benefits

  Leavitt Central Coast offers a competitive hourly wage $ 20.00- $21.00, along with room for advancement once licensed.

  Leavitt Central Coast provides a health plan, 401(k) with company matching, paid time off (including vacation, holiday's, sick days), and a Wellness Program.

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