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Back up Receptionist/Processor

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TWFG is one of the largest privately held independent insurance agencies in the country and is headquartered in The Woodlands, TX. TWFG Insurance represents over 200 insurance carriers and is licensed to do business in 49 states.

A Processor/Back-Up Receptionist is responsible for supporting the Reception/Processing team by routing incoming telephone calls in a professional, courteous manner, and assisting with various administrative tasks. This includes mastering the workflows of our front office operations, document processing, and mailroom duties. The main focus of a Back-up Receptionist/Processor is to offer effective and efficient support of the department’s responsibilities and promote the growth and profitability of TWFG.

ESSENTIAL DUTIES AND RESPONSIBILITES

• Provide back-up coverage for the receptionist.
• Open, sort, date stamp, and distribute mail to various departments.
• Coordinate package pickup from mail delivery services.
• Perform weekly mailroom inventory and place office supply orders.
• Retrieve and deliver mail from mail center.
• Process Proof of Mailing for outgoing cancellations and policy notices.
• Download documents from carrier websites and attach in agency management system.
• Scan and attach documents into agency management system.
• Perform other duties as assigned.

QUALIFICATIONS/REQUIREMENTS

• Excellent organizational and time management skills.
• Process and detail oriented.
• Maintains positive and professional interactions with clients and carrier contacts.
• Proficient in Word, Excel, Outlook, and web-based applications.
• High school diploma or equivalent.
• Bi-lingual strongly preferred.

TWFG offers a competitive salary and benefits: medical, dental, vision, and 401K Retirement Savings Plan.

• Excellent organizational and time management skills.
• Process and detail oriented.
• Maintains positive and professional interactions with clients and carrier contacts.
• Proficient in Word, Excel, Outlook, and web-based applications.
• High school diploma or equivalent.
• Bi-lingual strongly preferred.

DOE