Job Overview
Employment Type
Hourly
Full-time
Compensation
Type:
Hourly
Rate:
Exact $22.00
Work Schedule
Standard Hours
Benefits
Health plan
401(k) with company matching
Paid Time Off
vacation
sick days
Wellness Program
Job Description
Leavitt Central Coast Insurance Services, a valued affiliate of the Leavitt Group, is a respected insurance agency located in Salinas, California. Known for its comprehensive insurance solutions and customer-centric approach, Leavitt Central Coast has built a solid reputation for providing outstanding personal and commercial insurance services to clients throughout the Central Coast and surrounding areas. The agency prides itself on its professional expertise, attentive service, and the strong relationships it maintains with both clients and industry partners. As part of the larger Leavitt Group, one of the largest independent insurance brokerages in the United States, Leavitt Central Coast benefits from... Show More
Job Requirements
- Valid, in-force driver's license with an MVR acceptable to the agency
- minimum high school diploma or GED
- at least three months of related office experience or prior typing/data input roles
- ability to read, write, and verbally communicate in English
- proficiency in basic math operations including addition, subtraction, multiplication, and division
- working knowledge of word processing and spreadsheet software
- must be able to work independently and manage multiple tasks
- ability to provide professional and courteous interaction with clients and visitors
- adhere to agency policies and confidentiality standards
Job Qualifications
- Minimum high school diploma or GED
- three months related experience or prior typing or data input position
- must be able to read, write, and verbally communicate using the English language
- ability to comprehend simple instructions, short correspondence, and memos
- must be able to communicate information and respond to questions effectively with clients, company personnel, and others
- basic knowledge of word processing and spreadsheet programs
- typing skills or prior data input experience
- must have the ability to deal with problems involving several concrete variables in standardized situations
- ability to apply common sense understanding, interpret, and carry out instructions in insurance and general office situations
- must be able to work with minimal supervision
Job Duties
- Greets and directs clients and visitors
- answers, screens, and transfers inbound phone calls
- screens calls for unsolicited sales presentations
- receives daily incoming mail and distributes it to the appropriate individuals
- handles all outgoing priority mail items for the agency
- distributes incoming facsimiles to the appropriate individual
- monitors outgoing facsimiles to ensure they are sent
- maintains a professional-looking reception area
- organizes, monitors, and restocks office supplies
- schedules meetings, appointments, and travel for managers or supervisors as requested
- sets up agency customer files (computer and/or paper)
- prepares memos, correspondence, reports, and other documents
- assists personal and commercial lines departments with data entry to customer accounts
- performs a variety of other clerical duties as required by the agency
Job Qualifications
Experience
Entry Level (1-2 years)
Job Location
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