Insurance Customer Service Representative

Portland, OR, USA

Job Type

Full Time

About the Role

Receiving visitors at the front desk by greeting, welcoming, directing and announcing them appropriately
Answering screening and forwarding incoming phone calls
Receiving and sorting daily mail
Running auto and home insurance quotes
Taking customer notes for auto and insurance insurance
Responsibilities and Duties

Greet and welcome guests as soon as they arrive at the office
Direct visitors to the appropriate person and office
Answer, screen and forward incoming phone calls
Ensure reception area is tidy and presentable, with all necessary stationery and material (e.g. pens, forms and brochures)
Provide basic and accurate information in-person and via phone/email
Receive, sort and distribute daily mail/deliveries
Maintain office security by following safety procedures and controlling access via the reception desk (monitor logbook, issue visitor badges)
Order front office supplies and keep inventory of stock
Update calendars and schedule meetings
Arrange travel and accommodations
Perform other clerical receptionist duties such as filing, photocopying, transcribing and faxing

Pay: $16.00 - $20.00 per hour

Requirements

Qualifications and Skills

  • Proven work experience as a Receptionist, Front Office Representative, or similar role

  • Proficiency in Microsoft Office Suite

  • Hands-on experience with office equipment (e.g., fax machines and printers)

  • Professional attitude and appearance

  • Solid written and verbal communication skills

  • Ability to be resourceful and proactive when issues arise

  • Excellent organizational skills

  • Multitasking and time-management skills, with the ability to prioritize tasks

  • Customer service attitude

  • Insurance replated experience  is a plus

  • Bilingual in other languages such as Chinese, Vietnamese, Korean...is a PLUS.


About the Company

We are a fast growing independent insurance agency that is part of the one-stop financial service branch. Our other branches includes: mortgage, life brokerage, and wealth management. We have offices in Portland, Lake Oswego, Beaverton, and Hillsboro.

Fill free to contact us at: info@chenassociate.com
Phone number: 503-770-8802