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MetzWood Insurance
Receptionist
Job Overview
The Front Desk Receptionist plays a key role in creating a positive experience for our clients. In this position, you’ll serve as the primary point of contact for our clients, answering phones and greeting customers. This is a full-time position, located in our Chatham office from 8:00 AM to 4:30 PM Monday through Friday.
Salary Range: $40,000.00 - $46,000.00 per year
Benefits
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Mon-Fri Schedule
Evenings Off
Requirements
- Experience in customer service, interacting with customers over phone, in-person, and email
- Upbeat and positive personality
- Eagerness to work in a team environment
- Superior multi-tasking skills
- Proficiency in Microsoft Word, Excel, and Outlook
- Experience with bookkeeping/accounting a plus, but not required
- Ability to learn quickly, from understanding agency processes and procedures to adeptly utilizing our Agency Management Software system (Applied Epic)
- Excitement to positively impact our clients and join a dynamic, growing company!
Responsibilities
- Serve as the primary phone receptionist and front desk greeter, making clients, prospects, and visitors feel warm and welcome
- Properly route incoming phone calls to staff members
- Pick up, process, and distribute incoming mail, as well as collect and send outgoing mail daily
- Check and distribute incoming MetzWood messages (emails, texts, and faxes) several times daily
- Processing of auto & home inspections
- Responsible for various accounting/billing responsibilities such as:
- Processing payments from clients on the phone and in-person
- Operating checks, direct bill advances
- Entering and coding direct deposit commissions in Agency Management System (AMS)
- Entering commissions and fiduciary payments in AMS
- Preparing and bringing deposits to bank at least twice weekly
- Manage supply inventory and ordering for all office & kitchen supplies
- Support office culture and engagement by coordinating office events and lunches
- Update MetzWood’s procedure manuals, and other Word and Excel projects
- Miscellaneous office tasks such as watering plants, taking trash out weekly, etc.
- Other administrative tasks as needed to help the broader MetzWood team
Remote Type:
No
Job Type:
Full-Time
Job Category:
Admin / Secretarial
Company Location:
11 Central Square Chatham, NY 12037
Job Ad Location:
Chatham, NY 12037, US
About Us
MetzWood Insurance is an established fourth-generation insurance company that has served our community for over a century. Our reputation has been earned through our team’s commitment to service and high standards for our clients.
Because our employees are essential to our success, we are committed to creating meaningful career opportunities by providing generous compensation, annual bonuses, and professional growth opportunities.
Our goal is to continue our 110+ years of success and growth in the insurance industry. We know that in order to achieve this, we need to continue expanding our award-winning team with individuals like you!