Operations Assistant at Panorama Insurance Associates in Roseville, CA

Summary: Panorama Insurance Associates, Inc. is a leading force in the insurance industry, combining trusted relationships with innovation and technology. The Operations Assistant serves as the first point of contact for guests and callers, providing exceptional customer service and supporting daily office operations. Responsibilities: - Greet visitors professionally and courteously, creating a positive first impression - Provide clear, accurate information in person, by phone, and via email - Maintain a clean, organized, and welcoming reception area - Answer and direct incoming calls promptly and courteously when providing backup coverage - Manage visitor check-in procedures and ensure security protocols are followed - Receive, sort, and distribute incoming mail and deliveries - Scan mail accurately and route documents to appropriate internal recipients - Process unrouted attachments from DocuBot Suspense - Support general office organization and operational needs - Provide support with E&O processing - Demonstrates strong interpersonal and communication skills to foster teamwork and collaboration - Work closely with in-office team members to support shared goals and efficient workflows - Participate in regular office meetings and contribute to a positive, in-person work culture - Remain open to and supportive of AI-enhanced workflow improvements and new technology initiatives - Cross-train on industry knowledge, data entry, and applicable insurance-related tasks - Assist with basic reporting, record updates, and administrative processes as needed - Maintain confidentiality and safeguard sensitive information in accordance with company standards - Represent the company positively, ethically, and professionally in all interactions - Effectively multitask and adapt in a fast-paced environment while balancing independent and team-based work - Maintain professionalism under pressure and manage shifting priorities calmly - Perform additional duties as assigned; responsibilities may evolve over time Required Qualifications: - Proficiency in Microsoft Office and general computer applications Preferred Qualifications: - High school diploma preferred - Prior insurance industry experience preferred Required Skills: Microsoft Office, Computer Applications, Insurance Industry Knowledge Benefits: Medical: HSA, PPO, EPO options (base plan 95% employer‑paid), Dental PPO (including zero‑premium options), Vision plan at no cost, FSA & HSA (with $1,000 employer HSA contribution on eligible plans), Commuter benefits up to $600/month, Employer‑paid LTD, STD, Life & AD&D, Supplemental health & identity protection programs, EAP support for household members, 401(k) with 100% match up to 5%, Exempt Time Off: Flexible (unlimited), 12 paid holidays, Flexible remote/hybrid schedules, Licensing, accreditation, and professional development support