Bilingual Insurance Receptionist & Customer Care Pro

Link Insurance Agency, Inc.; Town of Pelham (NY); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Life Insurance

Advancement opportunities

Paid time off

Profit sharing

Training & development

401(k)

Bonus based on performance

Competitive salary

Free food & snacks

Job summary

State Farm agency is seeking a receptionist/customer service representative. The ideal candidate is highly organized, detail-oriented, and eager to learn and grow within the insurance industry. Join a team focused on exceptional service and customer satisfaction in a fast-paced office environment.

You will greet customers, manage appointments, maintain records, and engage in sales conversations to identify insurance opportunities while supporting daily administrative tasks.

Qualifications

• Bilingual Spanish / English speaking.
• Communication and interpersonal skills.
• Organizational and multitasking abilities.
• Comfortable with engaging in sales conversations.
• Basic computer skills, including Microsoft Office and CRM systems.
• Must have or be able to attain a NYS personal lines license.

Responsibilities

• Greet customers warmly in person and over the phone, directing them to the appropriate team members.
• Manage appointment scheduling and office communications.
• Assist in handling incoming inquiries and maintaining customer records.
• Engage in conversations with prospective and existing customers, identifying opportunities to offer insurance options.
• Provide excellent customer service and follow up on customers needs.
• Support the team with various administrative tasks and projects.

Skills

Bilingual Spanish / English

Communication skills

Organizational skills

Multitasking

Sales conversation

Customer service

Tools

Microsoft Office

CRM systems

Job description

Benefits:

• LIfe Insurance
• Opportunity for advancement
• Paid time off
• Profit sharing
• Training & development
• 401(k)
• Bonus based on performance
• Competitive salary
• Free food & snacks

ROLE DESCRIPTION:
State Farm agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual to join our team as a receptionist/customer service representative.

Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team.

RESPONSIBILITIES:

• Greet customers warmly in person and over the phone, directing them to the appropriate team members.
• Manage appointment scheduling and office communications.
• Assist in handling incoming inquiries and maintaining customer records.
• Engage in conversations with prospective and existing customers, identifying opportunities to offer insurance options.
• Provide excellent customer service and follow up on customers needs.
• Support the team with various administrative tasks and projects.

QUALIFICATIONS:

• Bilingual Spanish / English speaking
• Communication and interpersonal skills.
• Organizational and multitasking abilities.
• Comfortable with engaging in sales conversations.
• Basic computer skills, including Microsoft Office and CRM systems.
• Must have or be able to attain a NYS personal lines license