1. Answers all incoming calls. Directs calls to appropriate person promptly and effeciently. Takes messages off the answering machine (if applicable) and distributes to the appropriate individual.
  2. Greets all clients coming into the agency in a friendly and helpful manner.
  3. Receives and processes insurance payments. Balances accounts and reviews all entries for accuracy. Makes any necessary changes.
  4. Stamps and sorts daily outgoing mail and bimonthly bulk mailings.
  5. Sorts and mails all client birthday cards on a weekly basis.
  6. Sends miscellaneous letters - life, birthday, at-risk, etc. - daily.
  7. Maintains inventory of office supplies and forms. Places orders weekly.
  8. Prints & distributes all employee calendars every morning.
  9. Works well with other employees; is a team player with a positive attitude.