Receptionist Customer Service Representative

AALI - Orange, CA; Orange (CA); On-site; USD 40,000 - 56,000; 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 seeking an friendly and detail-oriented administrative assistant to support our team. You will answer calls, greet visitors, handle correspondence, and maintain files.

The role requires strong communication, proficiency in Microsoft Word/Excel/Outlook, and reliable multitasking. Training provided; hours Monday to Friday, with occasional evenings or Saturdays for events.

Qualifications

• Office/administrative experience of at least 1 year.
• Excellent verbal and written communication.
• Able to multitask and manage time effectively.

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

Communication

Organizational

Multitasking

Punctuality

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.