RECEPTIONIST STOCKMAN INSURANCE
Stockman Bank of Montana
Vision
To be Montana’s insurance provider of choice. To be known for our unwavering dedication to servicing the insurance needs of Montanans today and tomorrow.
Position General Responsibilities:
Responsible for greeting customers with respect and courtesy. Direct them to appropriate area of the office.
Employees Supervised:
None
Minimum Qualifications:
+ Strong commitment to providing exceptional customer service.
+ Good interpersonal/team skills with ability to develop effective working relationships.
+ High School diploma or equivalency;
+ Ten key proficiency;
+ Previous personal/computer experience;
Preferred:
+ Previous multi-line phone handling experience
Dimension of Job:
This position is responsible for extensive customer contact, including phone and in person contact. In addition to handling customer traffic, the receptionist will answer phones, process mail, data entry, and assist with general office tasks to support daily operations.
Position Specific Responsibilities, Duties and Competencies
Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.
Personal and Phone Contacts
+ Answer and direct all incoming calls.
+ Greet and direct all customers.
+ Assist customers with general account information.
+ Keep lobby waiting area neat and coffee, etc filled.
+ Data entry in Agency Management System
+ Process incoming mail
+ Prepare outgoing mail
+ Scan documents into Agency Management System
+ Process client payments on insurance company web sites
+ Maintain office calendar
Sales/Public Relations:
+ Promote the improvement of Stockman Insurance through quality customer service, promotion of products; professionalism in conduct and diligent work ethic.
+ Greet all customers pleasantly and make them feel welcome and comfortable.
+ Handle transactions quickly and professionally.
+ Effectively handle customer questions and problems.
+ Use effective listening and observing skills to help identify and resolve customer needs.
+ Spot sales opportunities and refer business consistently.
+ Relay customer comments and or complaints to the Office Manager immediately.
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