In this role, the individual is primarily responsible for welcoming visitors into the Burlington office, and answering and forwarding calls appropriately through our multi-line agency phone system. The role provides support to Account Managers and Client Advisors to new and existing accounts by printing and assembling proposal material, mailing insurance documents and helping to coordinate specific internal office operations.
•Welcomes visitors and determines their needs – directs them to appropriate person or office
•Answers multi-line agency phone system and forwards calls to the appropriate agent or contact.
•Opens, sorts, and distributes incoming mail and processes the outgoing mail on a daily basis
•Orders and puts away office supplies
•Provides support to Account Managers and Client advisors by properly attaching documents to the Agency Management System, assembling proposal documents, printing and mailing Auto ID Cards and other necessary documentation.
•Provides backup and support to other areas as assigned and assists in other special projects upon management’s request.
Essential duties listed here are not all-inclusive and may be modified from time-to-time at the discretion of management.
Hickok & Boardman Insurance Group is committed to providing an inclusive, supportive, and empowered culture for all staff. We are committed to ensuring our processes, policies and behaviors support and encourage diversity and meet the needs of all of our individual team members.
Our inclusive culture encourages sharing of new perspectives from our creative, productive, and committed staff. We empower all members of our organization to contribute to the mutual success of our team. Every person and each position at Hickok & Boardman are essential to fulfilling our mission to “proactively develop long-term relationships which are mutually beneficial to our clients, employees, Insurers and Community”. Collectively, our unique ideas and talents support our ability to exceed client expectations and deliver superior service in the best possible way.