Certified Nursing Assistant
3B Healthcare, Inc.Parkersburg, WV, United StatesFull-time
Area: Parkersburg Care Center Class: CNA Shift: 2 Start: 7:00 PM End: 7:30 AM. Show more
Personal Insurance Assistant / ReceptionistThe Jonus Group • Parkersburg, WV, United States
Personal Insurance Assistant / Receptionist
The Jonus Group • Parkersburg, WV, United States
30+ days ago
Job type
- Full-time
Job description
Job Description
Personal Lines Assistant / Receptionist
Position Summary:
The Personal Lines Assistant/Receptionist serves as the first point of contact for clients while providing administrative and clerical support to the personal lines team. This role combines front-desk responsibilities with assistance in servicing personal insurance accounts, helping ensure efficient office operations and a high level of customer service.
Key Responsibilities:
Front Desk / Reception Duties:
- Greet and assist clients in person and over the phone in a professional, friendly manner
- Answer and route incoming calls, take messages, and respond to basic inquiries
- Manage incoming and outgoing mail, email, and deliveries
- Maintain a clean, organized reception area
- Schedule appointments and assist with calendar management
Personal Lines Support:
- Assist account managers and producers with servicing personal lines policies (auto, home, renters, umbrella, etc.)
- Process policy changes, endorsements, and cancellations
- Prepare certificates, ID cards, and other policy documents
- Follow up with clients for missing information or documentation
- Enter and update client data in the agency management system
- Help obtain quotes from carriers and prepare proposals when needed
Administrative Duties:
- Scan, file, and maintain electronic and paper records
- Support billing inquiries and basic policy questions
- Track tasks and follow up to ensure timely completion
- Assist with special projects and general office support as needed
Qualifications:
- Property & Casualty License (highly preferred)
- High school diploma or equivalent (associate’s or bachelor’s degree preferred)
- Prior office, receptionist, or customer service experience preferred
- Insurance experience or license is a plus (or willingness to obtain)
- Strong communication and interpersonal skills
- Excellent organizational skills and attention to detail
- Ability to multitask and work in a fast-paced environment
- Proficiency in Microsoft Office and basic computer systems
Key Competencies:
- Customer-focused mindset
- Professionalism and reliability
- Strong problem-solving skills
- Team-oriented attitude
- Ability to handle confidential information with discretion
Work Environment:
- Office setting within an independent insurance agency
- Regular interaction with clients, carriers, and team members
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Personal Insurance Assistant / Receptionist • Parkersburg, WV, United States
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