Front Desk Receptionist

Creative Planning; Overland Park (KS); On-site; USD 45,000 - 65,000; Full time

Job summary

A leading firm in insurance services is seeking a Talent Acquisition Consultant to enhance the efficiency of its Property & Casualty department. The role involves supporting Account Managers with client onboarding, handling documentation, and ensuring timely communication with clients and underwriters. Candidates must be proficient in MS Office and detail-oriented. This is a full-time administrative position based in Overland Park, Kansas.

Qualifications

• Efficient, extremely detail oriented and accurate.

Responsibilities

• Answers phones and directs calls.
• Build new business files for Personal Lines Risk Managers.
• Maintains documentation in Salesforce for newly onboarded P&C clients.
• Assists with renewal policies as required by agency procedures.
• Submits applications to carrier and follows up for timely receipt of quotations.
• Reviews quotes to verify coverages requested and resolves discrepancies.

Skills

Proficiency in MS Office

Detail-oriented

Tools

Salesforce

Job description

Talent Acquisition Consultant at Creative Planning

The Receptionist/ Administrative Assistant performs a wide range of support activities to facilitate the efficient operation of the Property & Casualty department. The Assistant works with Account Managers and Personal Risk Managers to onboard clients to the Property & Casualty division of Creative Planning.

We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.

JOB DUTIES:

• Answers phones and directs calls
• Build new business files for Personal Lines Risk Managers by doing research and completing new business worksheets
• Maintains documentation in Salesforce for newly onboarded P&C clients
• Assists with renewal policies to Wealth Managers and Financial Planners as required by agency procedures
• Submits applications to carrier, complete quotes in PL Rater and follows up to ensure timely receipt of quotations
• Reviews quotes to verify coverages are as requested and resolves any discrepancies directly with the underwriter
• All other duties as assigned

REQUIRED EXPERIENCE/QUALIFICATIONS:

• Proficiency in MS Office
• Efficient, extremely detail oriented and accurate

Seniority level: Associate

Employment type: Full-time

Job function: Administrative

Industries: Insurance Agencies and Brokerages and Insurance