Edgewater Receptionist

pinnbank; Lexington (KY); On-site; USD 32,000 - 42,000; Full time

Job summary

Pinnbank is seeking a friendly, highly organized Receptionist to be the first contact for clients in Lexington, KY. The role focuses on delivering exceptional customer service, managing a busy front desk, and supporting agents with administrative tasks to ensure smooth daily operations.

The ideal candidate will handle high-volume calls, greet visitors warmly, and maintain accurate records using standard office software and the agency management system.

Qualifications

• 1–3 years of experience in receptionist, administrative, or customer service roles.
• High school diploma or GED required.
• Experience in a paperless office environment preferred.
• Willingness to obtain a Property & Casualty license in the future (optional).

Responsibilities

• Greet clients and visitors, directing them to the appropriate team member.
• Answer, screen, and route calls on a multi-line phone system.
• Assist agents with scanning, filing, and data entry.
• Process payments and help clients with basic requests.
• Sort and distribute daily mail, packages, and faxes.
• Maintain a clean reception area and monitor supplies.
• Use the agency management system to look up client records.
• Attend regularly and on-time.
• Perform other duties as assigned by management.
• Communicate professionally with coworkers and clients.

Skills

Front desk

Call management

Administrative support

Customer service

Multi-tasking

Attention to detail

Communication

Education

High school diploma or GED

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Agency software

Job description

GENERAL SUMMARY:

We are seeking a friendly, highly organized, and professional Receptionist to serve as the first point of contact for our clients. As an independent agency, we pride ourselves on exceptional customer service. The ideal candidate will manage the front desk with a welcoming demeanor, handle a high volume of calls, support our agents with administrative tasks, and ensure smooth daily office operations.

RESPONSIBILITIES AND DUTIES:

• Front Desk Coordination: Greet clients and visitors warmly, directing them to the appropriate team member.
• Call Management: Answer, screen, and route incoming calls efficiently on a multi-line phone system.
• Administrative Support: Assist agents with scanning, filing, data entry, and assembling policy documents.
• Client Service: Respond to general inquiries, take payments, and help clients with basic requests, such as printing ID cards or certificates.
• Mail & Correspondence: Sort and distribute daily mail, packages, and faxes.
• Office Maintenance: Maintain a clean and organized reception area and monitor office supplies.
• Agency Management System: Utilize the agency management system (e.g. EPIC) to look up client information and update records.
• Regular and reliable attendance.
• Performs other related duties as assigned by management.
• Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Knowledge of insurance products and services.
• Knowledge of Microsoft Word, Excel, PowerPoint, Outlook.
• Ability to learn Agency Software.
• Ability to communicate with customers and co-workers in a courteous and professional manner.
• Ability to multi-task and function as a team player.
• Ability to work with accuracy, organization, and attention to detail.
• Ability to learn insurance products.

EDUCATION AND EXPERIENCE:

• 1–3 years of experience in a receptionist, administrative, or customer service role (insurance experience is a plus but not required).
• High school diploma or GED equivalent.

Preferred

• Ability to learn new technology quickly.
• Patience and empathy when dealing with client inquiries regarding claims or policy changes.
• Experience in a paperless office environment.
• Optional: Willingness to obtain a Property & Casualty insurance license in the future.

PHYSICAL REQUIREMENTS:

NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified.