Receptionist and Information Clerk

Job Description

Job Description

Benefits :

HSA and FSA

401(k)

401(k) matching

Competitive salary

Dental insurance

Donation matching

Employee discounts

Health insurance

Paid time off

Parental leave

Training & development

Vision insurance

Wellness resources

Pinckney Carter, a Member of Correll Insurance Group is in need of a Receptionist and Information Clerk at our office in North Charleston, SC.

Job Summary :

As the Receptionist, you will be the first point of contact for our clients and visitors. Your primary responsibility will be to provide a warm and welcoming environment while efficiently managing front desk operations. You will play a crucial role in ensuring smooth communication between clients and our team of insurance professionals. Answer insurance inquiries and provide information to the customers and other interested parties regarding activities conducted at our office, and employees within the organization.

Essential Duties and Responsibilities :

• Operating telephone to answer, screen, or forward calls, providing information, or taking messages.
• Greeting persons entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations.
• Collecting deposits, payments, and / or fees and record receipts for services.
• Performing Administrative tasks such as data entry, filing, and scanning.
• Establishing and Maintaining Interpersonal Relationships
• Obtaining / Processing / Documenting / Recording Information
• Sorting and distributing incoming mail.
• Preparing business correspondence.
• Providing notifications to customers or patrons.
• Recording personnel information.
• Sending information, materials or documentation.
• Equipment Used : Desktop / Laptop computer, Scanners, Postage Machines, Laser Fax Machine, Document Management Software.

Minimum Qualifications and Experience :

• Desire to obtain Property and Casualty Insurance License within 6-12 months of employment to assist with clients. Correll Insurance Group can assist in the scheduling of pre-licensing courses, exam, application, etc.
• High school diploma or equivalent.
• Previous experience in a receptionist or customer service role is preferred.
• Excellent verbal and written communication skills.
• Strong organizational and multitasking abilities.
• Proficiency in Microsoft Office 365 Suite (Word, Excel, Outlook, Teams).
• Professional appearance and demeanor.
• Ability to handle sensitive and confidential information with discretion.
• Friendly and approachable personality with a customer-focused attitude.

Work Location : North Charleston, SC

Insurance Agency - North Charleston, SC - Pinckney Carter Insurance

Work Type : Full-time, M-F

Summary :

If you enjoy helping others and are a compassionate, customer-focused individual, then apply today! At Correll Insurance Group we pride ourselves on our insurance products and customer service, and inclusive work environment for our team.

NOTE : The information contained in this job description has been prepared to indicate the general nature of work performed by an employee within this classification. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.