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Receptionist/Resource and Referral Agent

Primary Role:

The Receptionist/Resource and Referral Agent is responsible for answering calls in a professional and respectful manner, greeting clients with full emphasis placed upon customer satisfaction, and receiving and welcoming visitors.  The Receptionist/Resource and Referral Agent is also responsible for making referral to other outside sources.


Reports to:

Self-Sufficiency and Family Advocate Service Manager with Guidance from Director of Agency Operations and Executive Director

Organizational Effectiveness
  • Answers incoming calls promptly and makes the appropriate connections.

  • Contacts the phone company immediately when the system malfunctions and informs the Self-Sufficiency Service Manager and IT Associate of the problem.

  • Greets clients and visitors in a professional, mannerly, and respectful fashion with full emphasis upon customer satisfaction.

  • Ensures staff coverage of switchboard duties during lunch hour.

  • Able to provide an overview of agency services and outside available services for referral.

  • May provide for coverage in the absence of the Orientation Specialist.

  • Executes some general clerical duties and other job related duties as required.

  • Performs other duties as requested by management.


  • Serves as an ambassador for the Experiment in Self-Reliance and respects the integrity of the organization.

  • Serves as a team player and assists in furthering the mission of the organization.


Licenses, Registrations, Certifications
  • Valid Driver’s License and reliable transportation that may be used in the performance of duties.


  • Associate’s Degree

  • Knowledge of telephone system operations.

  • Strong interpersonal skills.

  • Patient manner related to telephone skills and a clearly understood speaking voice.

  • Working knowledge of Microsoft Office (Word, Excel, PowerPoint, and Outlook).

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