Front Desk Receptionist

MetzWood Insurance is hiring! We are looking for a positive person who loves working with the public to join our team as the Front Desk Receptionist. This person will be the primary point of contact for our clients, answering phones and greeting customers. Multi- tasking and an upbeat personality are a must! Proficiency in Microsoft Word, Excel and Outlook, as well as Bookkeeping and Accounting experience a plus.

Job Description and Duties:

  • Primary phone receptionist and front desk greeter
  • Make our clients, prospects, and visitors feel warm and welcome
  • Proper routing of incoming phone calls to proper staff members
  • Processing payments from Clients on the phone and in-person
  • Pick up, process, and distribute incoming mail, as well as collect and send outgoing mail daily
  • Check and distribute incoming MetzWood messages (emails, texts, and faxes) several times daily
  • Supply inventory and ordering for all office and kitchen supplies
  • Coordinating office events and lunches
  • Misc. office tasks to include watering plants, take trash out weekly, etc.
  • Processing of auto and home inspections
  • Accounting responsibilities to include:
    • Operating checks, direct bill advances
    • Entering and coding direct deposit commissions in AMS
    • Entering commissions and fiduciary payments in Agency Management System (AMS)
    • Prepare and bring deposits to bank at least twice weekly
  • Update MetzWood’s procedure manuals, and other Word and Excel projects
  • Other administrative tasks to help the rest of the MetzWood team