Insurance Shop Receptionist
ほけんショップうけつけがかり
Industry & Occupation
Classification
Summary
Insurance shop receptionists handle customer interactions at the reception counter, manage reservations, provide basic guidance on insurance products, and perform related clerical tasks.
Description
Insurance shop receptionists serve as the first point of contact for customers visiting the insurance shop, managing reception and guidance duties. They listen to customers' visit purposes and desired products, arrange handovers to responsible salespeople or consultation reservations. They also input and manage visit records and customer information, replenish pamphlets, maintain waiting areas, and perform other store operation clerical tasks. Through handling phone inquiries and providing basic guidance on insurance products, they contribute to improving customer satisfaction.
Future Outlook
While inquiry channels are diversifying due to the progress of online services, there will continue to be steady demand as many customers value in-person consultations. Business content will change with the introduction of self-service options and AI chatbots, but the importance of customer service and support roles will remain.
Personality Traits
Able to provide bright and polite customer service / Accurate and careful / Attentive to others / Good team player
Work Style
Full-time and Contract Employees / Part-time and Casual Workers / Shift Work / Store Work
Career Path
Reception Staff → General Clerk → Insurance Salesperson (FP) → Counter Staff → Store Manager
Required Skills
Basic PC Skills / Customer Handling / Document Creation and Management / Phone Handling / Schedule Management
Recommended Skills
CRM System Operation / Customer Service / Insurance Product Knowledge / Secretary Certification
Aptitudes (Strengths Preferred)
| Item | Description |
|---|---|
| Attention to Detail & Accuracy | Necessary to handle documents and customer information accurately. |
| Communication Skills | Smooth communication with walk-in customers and insurance staff is essential. |
Aptitudes (Weaknesses Acceptable)
| Item | Description |
|---|---|
| Analytical & Logical Thinking | No need for advanced analysis in the job. |
| Creativity & Ideation | Routine tasks are the focus, with few creative elements. |
| Physical Stamina & Endurance | Mainly desk work with low physical load. |
Related Qualifications
- Damage Insurance Salesperson Qualification
- Life Insurance Salesperson Qualification
- MOS（Word・Excel）
Aliases
- Insurance Counter Reception
- Insurance Shop Reception Staff
- Reception Staff (Insurance Shop)
Related Jobs
- General Clerk
- Insurance Salesperson
- Reception and Information Clerk