Description Job:

We are seeking a Scheduler/Receptionist to join our team. This is an ideal role for someone who works well in an evolving environment, enjoys learning new things, and is passionate about helping their community. In this position, you will be responsible for creating a friendly and gracious atmosphere for our clients while ensuring smooth office operations and supporting our team. Applicants will thrive and have the opportunity for professional growth if they have passion for continuous learning, adaptability, and the ability to work well as part of a team and contribute to a positive work culture.

Reports to: Administrative Assistant

Key Responsibilities:

Scheduling:

[ ]{times="" new="" roman",="" times,="" serif"=""}Must have Excellent Telephone Etiquette

[ ]{times="" new="" roman",="" times,="" serif"=""}Call Efficiency- able to classify and disposition calls effectively- scheduling appointments via Outlook- transferring calls, etc...

[ ]{times="" new="" roman",="" times,="" serif"=""}Strong Communicator- good listener- creative problem solver- customer service focused!

Reception:

[ ]{times="" new="" roman",="" times,="" serif"=""}Greet and direct our clients and visitors with professional and gracious demeanor. Assist with intake process and manage office traffic.

Clerical/Administrative Duties:

[ ]{times="" new="" roman",="" times,="" serif"=""}Learn and utilize Medicare Health Insurance websites and Agency information platforms.

[ ]{times="" new="" roman",="" times,="" serif"=""}Maintain client files using CRM system and excel spreadsheet, order and maintain supplies

[ ]{times="" new="" roman",="" times,="" serif"=""}Assist with correspondence and mailing-

Qualifications:

[ ]{times="" new="" roman",="" times,="" serif"=""}Scheduling Experience preferred

[ ]{times="" new="" roman",="" times,="" serif"=""}Proficiency in Microsoft Office products, particularly Outlook and Excel

[ ]{times="" new="" roman",="" times,="" serif"=""}Phone etiquette and efficiency

[ ]{times="" new="" roman",="" times,="" serif"=""}Strong organizational skills with the ability to manage multiple tasks and prioritize effectively

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