Receptionist/Administrative Assistant

Join Our Team at Evertree Insurance!

At Evertree Insurance, we understand that a fulfilling professional life starts with a workplace that genuinely cares about you. We believe you should look forward to coming to work, feel valued, and be part of a team that invests in your success.

If you’re feeling stagnant or lacking professional development, we’d love to meet you! Experience in insurance? Not necessary. We've had great success hiring and training individuals who are eager to transition into this rewarding industry.

Job Description

As a Receptionist/Administrative Assistant at Evertree Insurance, you’ll be the backbone of the agency—handling calls, managing carrier reports, monitoring emails, and supporting various tasks to ensure that every policy we write is processed seamlessly. We’re looking for a positive, energetic, and organized individual who aligns with our core values and is excited to make an impact!

Responsibilities:

• Answer phones professionally and route calls to the appropriate team members
• Assist with administrative tasks such as copying, faxing, data entry, and running reports
• Sort and distribute mail, including carrier reports
• Organize and create cases in Salesforce
• Learn and navigate various management and carrier systems
• Follow the Admin schedule closely, ensuring coverage during teammate absences
• Maintain a positive attitude in all tasks
• Competency with Microsoft Office applications including Word, Excel, and Outlook
• Help with various office duties as needed

Requirements:

• Efficiency and strong time management
• Persistence and a strong work ethic
• Flexibility and adaptability in a fast-paced environment
• Calm under pressure and the ability to stay organized
• Enthusiasm for learning and growth
• Strong communication skills
• Analytical thinking and attention to detail
• Openness to feedback and constructive criticism

The Perks:

• Hybrid work schedule for flexibility
• Comprehensive health, dental, vision, disability, and life coverage
• Generous paid time off (PTO)
• Paid maternity and paternity leave
• 401(k) with company match