Bilingual Receptionist & Customer Care Pro

John Bell Ins and Fin Svcs Inc; Glen Allen (VA); On-site; USD 30,000 - 42,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Paid time off

Training & development

Job summary

John Bell Insurance and Financial Services Inc is seeking a receptionist and customer care representative to join our team in Virginia. You will greet customers, manage scheduling, handle inquiries, and maintain records while identifying opportunities to offer suitable insurance options.

The role emphasizes high-quality customer service, teamwork, and administrative support. Spanish language skills are a plus, and training is provided.

Qualifications

• Previous experience in a receptionist or customer service role.
• Strong communication and interpersonal skills.
• Excellent organizational and multitasking abilities.
• Comfortable engaging in sales conversations.
• Basic computer skills including Microsoft Office and CRM systems.
• Bilingual in English and Spanish preferred.

Responsibilities

• Greet customers in person and over the phone and direct them to appropriate team members.
• Manage appointment scheduling and office communications.
• Assist with inquiries and maintain customer records.
• Engage with prospective and existing customers to identify insurance options.
• Provide excellent customer service and follow up on needs.
• Support the team with administrative tasks and projects.

Skills

Communication

Interpersonal skills

Organizational skills

Multitasking

Sales conversations

Microsoft Office

CRM systems

English & Spanish (preferred)

Tools

CRM systems

Microsoft Office

Job description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Paid time off
• Training & development

ROLE DESCRIPTION:
John Bell Insurance and Financial Services Inc is a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual to join our team as a receptionist and customer care 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:

• Previous experience in a receptionist or customer service role.
• Communication and interpersonal skills.
• Organizational and multitasking abilities.
• Comfortable with engaging in sales conversations.
• Basic computer skills, including Microsoft Office and CRM systems.
• Proficiency in English and Spanish preferred