Description:
About Dwight Rudd Insurance: Dwight Rudd Insurance is a boutique independent insurance agency located in the heart of Boston's Financial District. We are dedicated to providing expert advice and exemplary customer service to our personal and commercial clients. We foster a warm and friendly work environment where every team member feels valued and supported.
About the Role: As the first point of contact for our agency, the Receptionist plays a vital role in creating a welcoming and professional atmosphere. This individual will provide exceptional customer service, handle administrative tasks efficiently, and contribute to the smooth operation of our office.
Summary: As the first point of contact for our agency, the Receptionist plays a vital role in creating a welcoming and professional atmosphere. This individual will provide exceptional customer service, handle administrative tasks efficiently, and contribute to the smooth operation of our office.
Requirements:
Hours:
- Monday through Friday
- 8:30am to 4:30pm
Essential Duties and Responsibilities:
- Greet clients and visitors warmly, offering assistance and directing them appropriately.
- Answer and direct phone calls professionally and efficiently, ensuring accurate message taking and transfer.
- Respond to general client inquiries using the agency management system, providing accurate information and resolving issues promptly.
- Process client payments by depositing funds such as clients’ premium payments and carrier commissions via a digital check scanner
- Sort incoming agency and client mail, scan, and route to appropriate employees
- Coordinate paperwork with the registry of motor vehicles, including stamping Registration and Title Applications, submitting documents on behalf of employees and clients, and following up on requests.
- Maintain a clean and welcoming office environment.
- Assist with other projects and tasks as assigned by Agency Management
Qualifications:
- 2 years of experience in a customer-facing role, preferably in insurance or finance.
- High school diploma or equivalent.
- Excellent verbal and written communication skills in English.
- Proficient in Microsoft Office Suite and Outlook
- Strong phone etiquette.
- Ability to multitask and prioritize tasks effectively.
- Detail-oriented and organized.
- Problem-solving skills.
- Open to feedback and eager to learn.
- Friendly and collaborative personality.
Preferred Qualifications:
- Experience in an insurance or finance company, with knowledge of Property and Casualty insurance products.
Compensation and Benefits:
- Competitive hourly rate of $33.75 (approximately $61,425 annually)
- 15 days of paid time off, plus paid holidays
- Fully subsidized MBTA monthly LinkPass
- Opportunity to earn a profit-sharing bonus
- Warm and friendly working environment
