Receptionist - #253771
Community Bank, N.A.
Date: 2 weeks ago
City: Melbourne, FL
Contract type: Full time
Overview
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
This position requires excellent customer service skills and the ability to move incoming calls quickly to the appropriate person as well as some insurance related tracking and documenting. This is a great entry level position for anyone wanting to pursue a career in the insurance industry.
Reception
Greet and assist clients, customers, and guests in a professional and courteous manner.
Answer the multi-line phone promptly, screening and routing calls accurately, take phone messages if necessary, and when applicable follow up on inquiries.
Deliver correspondence such as mail or faxes to the appropriate person/department.
Collect outgoing mail throughout the day, properly weighing and prepare for postal service pickup and/or special mailings such as Fed-Ex. At times, may have to deliver mail or “rush” packages to the local post office.
Accurately receive client payments over the phone or in person.
Maintain office supplies inventory.
Provide clerical assistance as assigned, including but not limited to:
Copy projects
Binding projects
Printing and assembling color projects
Marketing Assistant
Confirm policy/application/payment data entry is accurate in the Agency Management System.
Assist with outreach and engagement of referral partners.
Review new business logs and send reminder to agents for updates and incoming new quotes.
Run and review a variety of agency reporting for distribution to management.
Support the office personnel and departments in other duties as required or assigned.
Qualifications
1 – 3 years of Administrative experience required
Insurance Agency Experience Preferred
1 – 3 years of Customer Service experience required
Ability to use menu-driven software, agency management system and insurance carrier websites in addition to Word, Excel and PowerPoint programs
Ability to work independently
Excellent organizational skills with the ability to manage multiple tasks efficiently
Excellent interpersonal, communication and negotiation skills
Experience in problem solving with office equipment (copier, fax, postage machine, etc.)
All applicants must be 18 years of age or older.
Most Important
Hours: Fill In hours/week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $17.50/Yr.
Maximum
USD $23.82/Yr.
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
This position requires excellent customer service skills and the ability to move incoming calls quickly to the appropriate person as well as some insurance related tracking and documenting. This is a great entry level position for anyone wanting to pursue a career in the insurance industry.
Reception
Greet and assist clients, customers, and guests in a professional and courteous manner.
Answer the multi-line phone promptly, screening and routing calls accurately, take phone messages if necessary, and when applicable follow up on inquiries.
Deliver correspondence such as mail or faxes to the appropriate person/department.
Collect outgoing mail throughout the day, properly weighing and prepare for postal service pickup and/or special mailings such as Fed-Ex. At times, may have to deliver mail or “rush” packages to the local post office.
Accurately receive client payments over the phone or in person.
Maintain office supplies inventory.
Provide clerical assistance as assigned, including but not limited to:
Copy projects
Binding projects
Printing and assembling color projects
Marketing Assistant
Confirm policy/application/payment data entry is accurate in the Agency Management System.
Assist with outreach and engagement of referral partners.
Review new business logs and send reminder to agents for updates and incoming new quotes.
Run and review a variety of agency reporting for distribution to management.
Support the office personnel and departments in other duties as required or assigned.
Qualifications
1 – 3 years of Administrative experience required
Insurance Agency Experience Preferred
1 – 3 years of Customer Service experience required
Ability to use menu-driven software, agency management system and insurance carrier websites in addition to Word, Excel and PowerPoint programs
Ability to work independently
Excellent organizational skills with the ability to manage multiple tasks efficiently
Excellent interpersonal, communication and negotiation skills
Experience in problem solving with office equipment (copier, fax, postage machine, etc.)
All applicants must be 18 years of age or older.
Most Important
- Very bright, positive attitude, this person will set the tone for all visitors to NuVantage Insurance.
- We are a team and will always support fellow employees in a constructive, positive manner under all circumstances.
Hours: Fill In hours/week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $17.50/Yr.
Maximum
USD $23.82/Yr.
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