Receptionist / Customer Service Representative

AALI - Orange, CA; Orange (CA); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Training & development

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Job summary

AALI - Orange, CA is hiring for an administrative role. You will welcome visitors, handle calls in English and Spanish, and manage client communications with care.

You will support the team with follow-ups, maintain files, and use multiple software programs. Training is provided, and hours are Monday–Friday, 8:30 am to 5:30 pm, with occasional evenings or Saturdays for community events.

Qualifications

• Office / Administrative Experience for at least 1 year is required.
• Comfortable with talking to people on the phone (English and Spanish).
• Computer literate and able to learn new software quickly.

Responsibilities

• Welcome face of the Agency to people who call on the phone and walk in the front door
• Establish working relationships with clients, potential clients, and companies we represent on the phone, email, and on paper
• Support teammates with follow-up for clients and prospects
• Promptly respond to client needs either on the phone or electronically
• Maintain client files and process routine correspondence between our agency and the client or company… both paper records and on our many different software programs
• Assist with other office duties as they arise and are needed

Skills

Bilingual English/Spanish

Phone etiquette

Communication skills

Typing speed

MS Word

MS Excel

MS Outlook

Organization

Professional appearance

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

Benefits:

• Health insurance
• Paid time off
• Training & development
• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance

Do you enjoy helping others, and are you detail-oriented? Are you comfortable with talking to people on the phone (English and Spanish) and using a computer all day, so you are computer literate? Do you like working with numbers and learning new things? Do you want to be part of a team and be part of the solution, not the problem? If this sounds like you, please read on.

We are a team of people helping people. Our independent insurance business is based on the relationships we build within our Team, our clients, potential clients, our community and the companies we work with. As an independent insurance agency, we work for our clients, not one insurance company.

Our hours are Monday through Friday from 8:30 am – 5:30 pm, and we will provide training. You may be asked to work occasionally during an evening or Saturday to support local and community events.

Job Responsibilities:

• Welcome face of the Agency to people who call on the phone and walk in the front door
• Establish working relationships with clients, potential clients, and companies we represent on the phone, email, and on paper
• Support teammates with follow-up for clients and prospects
• Promptly respond to client needs either on the phone or electronically
• Maintain client files and process routine correspondence between our agency and the client or company… both paper records and on our many different software programs
• Assist with other office duties as they arise and are needed

Professional and Personal Skills:

• Friendly voice and pleasant tone over the phone and in person
• Excellent communication skills both verbal and written
• Has appropriate business attire
• Proficient with Microsoft Word, Excel, and Outlook
• Type quickly and accurately
• Organized, structured, punctual, and will follow the rules
• Familiar with the multi-line phone system and how to use one
• Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical, and honest

Wages and Compensation:

• We offer competitive wages, depending on experience, and other benefits are available as well.

Experience Requirements:

• Office / Administrative Experience for at least 1 year is required.