Client-Focused Insurance Reception & Admin Specialist

Impact Performance Team; Oxford (CT); On-site; USD 40,000 - 45,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Paid time off

Job summary

Impact Performance Team in Oxford, CT is seeking a professional, organized Full-Time Receptionist to be the first point of contact for clients, prospects, and insurance carriers. You will manage calls, emails, and in-person visits while supporting licensed account managers with administrative tasks.

The role emphasizes customer service, attention to detail, and the ability to multi-task in a fast-paced office.

Qualifications

• Minimum of two years of office administration, receptionist, or customer service experience.
• Proficient in Microsoft Office (Outlook, Word, Excel).
• Tech-savvy and quick to learn new software and agency management systems.
• Strong telephone presence and verbal/written communication skills.
• Excellent organizational skills and attention to detail.
• Ability to multitask and manage time effectively.
• Team player who is dependable and punctual.
• Insurance industry experience is a plus but not required.
• Base salary between $40,000-$45,000 depending on experience.

Responsibilities

• Answer incoming phone calls, route calls to the appropriate team members, and take accurate messages as needed.
• Greet walk-in clients, prospective clients, visitors, and insurance company representatives in a friendly and professional manner.
• Maintain a clean, organized, and professional front desk and reception area.
• Provide a positive customer experience while demonstrating professionalism, courtesy, and strong communication skills.
• Process and distribute incoming and outgoing mail.
• Monitor office supply inventory and place orders as needed.
• Scan documents into the agency management system and attach them to the appropriate client or policy record.
• Make copies, organize paperwork, and assist with general administrative tasks as needed.
• Assist with creating and assembling insurance policy binders and other client materials as requested.
• Handle client information and agency records with discretion and maintain strict confidentiality.
• Set up conference rooms for client and agency meetings.
• Provide day-to-day administrative support to licensed account managers, agents, and other team members to help maintain efficient office operations.

Skills

Customer service

Organizational skills

Multitasking

Communication skills

Telephone skills

Tech-savvy

Tools

Microsoft Office

Agency management system

Job description

Impact Performance Team in Oxford, CT is seeking a professional, organized Full-Time Receptionist to be the first point of contact for clients, prospects, and insurance carriers. You will manage calls, emails, and in-person visits while supporting licensed account managers with administrative tasks.

The role emphasizes customer service, attention to detail, and the ability to multi-task in a fast-paced office.