Edgewater Receptionist

• Front Desk Coordination: Greet clients and visitors warmly, directing them to the appropriate team member.
• Call Management: Answer, screen, and route incoming calls efficiently on a multi-line phone system.
• Administrative Support: Assist agents with scanning, filing, data entry, and assembling policy documents.
• Client Service: Respond to general inquiries, take payments, and help clients with basic requests, such as printing ID cards or certificates.
• Mail & Correspondence: Sort and distribute daily mail, packages, and faxes.
• Office Maintenance: Maintain a clean and organized reception area and monitor office supplies.
• Agency Management System: Utilize the agency management system (e.g. EPIC) to look up client information and update records.
• Regular and reliable attendance.
• Performs other related duties as assigned by management.
• Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary. 

• Knowledge of insurance products and services.
• Knowledge of Microsoft Word, Excel, PowerPoint, Outlook.
• Ability to learn Agency Software.
• Ability to communicate with customers and co-workers in a courteous and professional manner.
• Ability to multi-task and function as a team player.
• Ability to work with accuracy, organization, and attention to detail.
• Ability to learn insurance products.

• 1–3 years of experience in a receptionist, administrative, or customer service role (insurance experience is a plus but not required).
• High school diploma or GED equivalent.

• Ability to learn new technology quickly.
• Patience and empathy when dealing with client inquiries regarding claims or policy changes.
• Experience in a paperless office environment.
• Optional: Willingness to obtain a Property & Casualty insurance license in the future.

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