Insurance Certificate Phone Receptionist (Dillon Risk Management) Details

Insurance Certificate Phone Receptionist (Dillon Risk Management)

Acrisure LLC - Roseville, CA

Employment Type : Full-Time

Acrisure is the fastest growing insurance brokerage firm in the U.S. with nearly 500 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services and unique products for an ever-growing market. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry.

We are currently looking to add our team an Insurance Certificate Phone Receptionist at Dillon Risk Management, an Acrisure Agency Partner. We are looking for someone that has excellent communication skills, takes pride in their work, committed to providing quality customer service to our customers, a team player with a friendly and positive attitude.

Essential Duties and Responsibilities:

• Process certificates and additional insured forms.
• Assist account managers in administrative support including but not limited to checking policies, downloading policy forms; ordering motor vehicle reports; and any other miscellaneous tasks as assigned.
• Answer telephone calls in a professional and timely manner. This can involve taking messages or directing calls to appropriate personnel, and directly answering general questions from clients, customers, and others; meet & greet visitors.
• Distribute daily internal/external mail and overnight packages.
• Perform general clerical duties including but not limited to filing, photocopying, scanning and mailing, ordering office supplies; and any other miscellaneous tasks as assigned.
• Maintain the office reception area and conference rooms along with the equipment, and replenish office supplies.
• Handles additional projects as directed.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Competencies:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

• High School Diploma or the recognized equivalent is required.
• Minimum one year experience in the Commercial insurance industry or similar role, required.
• State of California P&C Insurance License, required or willing to obtain within 90 days of hire.

Technology Skills:

• Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
• Possess the ability to type 45wpm
• Applied Epic Agency Management experience preferred but not required.

Other Qualifications:

• Able to work independently and enjoy a high degree of interaction with team members
• Self-motivated and driven
• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
• Demonstrates excellent time management and prioritization skills
• Attention to detail and commitment to a high level of accuracy
• The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information
• Ability to maintain a professional demeanor and positive attitude

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate stress due to regular deadlines and daily challenges.
• High finger dexterity while typing documents and forms
• Occasionally lift up to 20lbs.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work is done in a temperature-controlled, non-smoking office.
• The noise level in the work environment is usually moderate.

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