Leavitt Group · 8 hours ago
Receptionist
Salinas, CA
Full-time
Onsite
Entry Level
$20/hr - $21/hr
1+ years expLeavitt Central Coast Insurance Services, a Leavitt Group affiliate, 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 service and managing administrative tasks to ensure efficient daily operations.
Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance
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
Qualification
Required
Must possess a valid, in-force driver's license with a motor vehicle record acceptable to the agency
Education: High School Diploma or GED required
Experience: Minimum of three (3) months of related experience and/or prior typing or data entry experience
1 year in a customer service role
Ability to read, write, and communicate effectively in English
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
Ability to perform basic mathematical calculations, including addition, subtraction, multiplication, and division
Basic proficiency in Microsoft Office Outlook, Powerpoint, Word & Excel
Typing skills and/or prior data entry experience required
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
Preferred
College degree preferred
Interested in obtaining a Property & Casualty or Life & Health insurance license
Benefits
Health plan
401(k) with company matching
Paid time off (including vacation, holiday's, sick days)
Wellness Program
Company
Leavitt Group
Ranked among the top three spots for growth due to acquisition in the property & casualty (P&C) space, Leavitt Group stands as one of the top privately held insurance brokerages nationwide.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Eric Leavitt
Executive Chairman & CEO
Joe Callister
Chief Operating Officer
Company data provided by crunchbase