Job Overview
Employment Type
Full-time
Compensation
Hourly
Range $18.00 - $21.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Professional Development
Career advancement opportunities
supportive work environment
employee recognition
Job Description
Leavitt United Insurance Services, located in Santa Rosa, California, is a valued affiliate of the Leavitt Group, one of the largest privately held insurance brokerages in the United States. The Leavitt Group operates over 275 locations across 27 states and specializes in brokering both commercial and personal lines insurance. Their mission revolves around managing risk for individuals and businesses by partnering with top insurance markets and maintaining exclusive representation agreements with several insurance companies. This strong national presence combined with a dedicated local approach allows Leavitt United Insurance Services to provide expert, personalized service with the backing of a trusted, large-scale company.
At Leavitt United Insurance Services, careers are viewed as more than mere jobs. They are seen as opportunities for personal and professional growth, a chance to thrive in a supportive, people-first culture, and a platform to make a meaningful impact within the insurance industry. Employees enjoy a culture that rewards initiative, values hard work, and prioritizes client satisfaction. New team members benefit from comprehensive training, mentorship, and the right tools designed to foster success and career development.
The receptionist position at Leavitt United Insurance Services serves as the vital first point of contact for clients, visitors, and callers, entrusted with the responsibility of delivering courteous and professional service both in person and via telephone communications. This role is essential for managing incoming communications, properly directing inquiries, and supporting daily administrative operations to ensure seamless agency functioning. Beyond standard receptionist duties, this position offers a clear pathway to future advancement as a licensed Insurance Account Manager, with ongoing training and professional development provided to support this growth.
Working in this receptionist role involves greeting clients and visitors warmly, managing phone calls efficiently, sorting and distributing mail and faxes, maintaining the reception area, managing office supplies, providing data entry assistance, and performing various administrative tasks to support agency operations. The position offers an excellent opportunity to engage with a reputable insurance firm that blends a national brand's strength with a local agency's heart and personal touch.
Employees at Leavitt United Insurance Services savor a supportive work environment that emphasizes trust, collaboration, and consistent professional growth. With access to paid license renewal and continuing education, they receive all the necessary training and tools to excel in their roles. The agency’s clientele is diverse, and workers have the opportunity to collaborate with esteemed insurance carriers. Recognition and reward programs further enhance the employee experience, making it a desirable workplace for those looking to build a long-term career in insurance services.
At Leavitt United Insurance Services, careers are viewed as more than mere jobs. They are seen as opportunities for personal and professional growth, a chance to thrive in a supportive, people-first culture, and a platform to make a meaningful impact within the insurance industry. Employees enjoy a culture that rewards initiative, values hard work, and prioritizes client satisfaction. New team members benefit from comprehensive training, mentorship, and the right tools designed to foster success and career development.
The receptionist position at Leavitt United Insurance Services serves as the vital first point of contact for clients, visitors, and callers, entrusted with the responsibility of delivering courteous and professional service both in person and via telephone communications. This role is essential for managing incoming communications, properly directing inquiries, and supporting daily administrative operations to ensure seamless agency functioning. Beyond standard receptionist duties, this position offers a clear pathway to future advancement as a licensed Insurance Account Manager, with ongoing training and professional development provided to support this growth.
Working in this receptionist role involves greeting clients and visitors warmly, managing phone calls efficiently, sorting and distributing mail and faxes, maintaining the reception area, managing office supplies, providing data entry assistance, and performing various administrative tasks to support agency operations. The position offers an excellent opportunity to engage with a reputable insurance firm that blends a national brand's strength with a local agency's heart and personal touch.
Employees at Leavitt United Insurance Services savor a supportive work environment that emphasizes trust, collaboration, and consistent professional growth. With access to paid license renewal and continuing education, they receive all the necessary training and tools to excel in their roles. The agency’s clientele is diverse, and workers have the opportunity to collaborate with esteemed insurance carriers. Recognition and reward programs further enhance the employee experience, making it a desirable workplace for those looking to build a long-term career in insurance services.
Job Requirements
- High school diploma or equivalent
- Previous receptionist or relevant administrative experience preferred
- Excellent verbal and written communication skills
- Ability to answer and direct phone calls professionally
- Basic computer proficiency including Microsoft Office
- Strong organizational and multitasking abilities
- Ability to interact positively with clients and team members
- Interest in obtaining insurance licensure and further career growth
Job Qualifications
- High school diploma or equivalent
- Previous experience in a receptionist or administrative support role preferred
- Strong communication and interpersonal skills
- Ability to manage multiple tasks and prioritize effectively
- Proficiency in Microsoft Office applications
- Excellent organizational skills
- Customer service oriented
- Interest in pursuing a career in insurance account management
Job Duties
- Greet and assist clients and visitors in a friendly and professional manner
- Answer, screen, and route incoming phone calls to the appropriate staff members
- Screen and redirect unsolicited sales calls
- Receive, sort, and distribute incoming mail to appropriate personnel
- Prepare and process outgoing priority mail
- Receive and distribute incoming faxes
- monitor outgoing faxes to ensure successful transmission
- Routinely monitor department administrative email inboxes and distribute messages as needed
- Maintain a clean, organized, and professional reception area
- Organize and monitor office supply inventory and maintain the supply room
- Provide data entry support to Personal Lines and Commercial Lines departments by updating customer accounts as needed
- Perform additional clerical and administrative duties as assigned to support agency operations
Job Criteria
Experience
Entry Level (1-2 years)
Job Location
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