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Receptionist/Administrative Assistant

Job Overview

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Employment Type

Full-time
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Compensation

Hourly
Range $18.00 - $23.00
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Work Schedule

Standard Hours
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Benefits

Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Professional development opportunities
employee recognition programs
Work-life balance

Job Description

Leavitt United Insurance Services, located in Elk Grove, CA, is an affiliate of the Leavitt Group, one of the largest privately held insurance brokerages in the United States. The Leavitt Group has a robust national presence, with over 275 locations across 27 states, showcasing a strong commitment to both commercial and personal lines insurance. They provide comprehensive risk management solutions for individuals and businesses by brokerages in affiliation with top insurance markets. The agency boasts exclusive representation with multiple prominent insurance companies, offering clients a diverse and reputable book of business. Their focus on collaboration, professional growth, and a people-first culture positions them as a leader in the insurance brokerage industry.

Leavitt United Insurance Services believes that a career should be more than just a job; it should be an opportunity to grow, thrive, and make a meaningful impact. Employees are valued through ongoing training, mentorship, and access to tools that foster success. The company emphasizes work-life balance, recognition, and rewards, building a supportive environment where hard work and initiative are celebrated.

The role of Receptionist at Leavitt United Insurance Services serves as the gateway to the agency, representing the first point of contact for clients, visitors, and callers. This vital position requires providing professional and courteous service, both in-person and via telephone. The receptionist manages incoming communications efficiently, directs inquiries to the appropriate team members, and supports daily administrative operations crucial for a seamless office environment. Responsibilities include handling phone calls, managing mail and faxes, maintaining a well-organized reception area, and assisting with data entry and office supply management. This position is also designed with future growth in mind, offering a pathway to become a licensed Insurance Account Manager. This progression opportunity makes the role appealing for candidates eager to advance their insurance careers in a dynamic and supportive setting. The position is onsite, highlighting the need for strong interpersonal skills and a welcoming demeanor as part of the agency's front-facing team. This role is a critical part of the agency's daily operations and overall client experience. Candidates who join Leavitt United Insurance Services will find themselves part of a nationally recognized brand that still retains the personalized touch of a local agency. The blend of national strength and local commitment creates an enriching workplace culture that nurtures professional advancement and personal fulfillment.

Job Requirements

  • High school diploma or equivalent
  • Previous experience in customer service or administrative roles preferred
  • Strong verbal and written communication skills
  • Ability to manage multiple tasks efficiently
  • Basic proficiency with office software and equipment
  • Professional appearance and demeanor
  • Ability to work onsite in Elk Grove, CA
  • Willingness to learn and grow within the insurance industry

Job Qualifications

  • High school diploma or equivalent
  • Excellent communication and interpersonal skills
  • Strong organizational and multitasking abilities
  • Proficiency with Microsoft Office suite and basic office equipment
  • Ability to maintain a professional and courteous attitude
  • Previous experience in a receptionist, administrative, or customer service role preferred
  • Interest in pursuing insurance licensing and a career as an Insurance Account Manager is a plus

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)


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