Client Concierge for Insurance Office & Sales

Jill Leonard - State Farm Agent; Marquette (MI); On-site; USD 30,000 - 38,000; Full time

Job summary

Jill Leonard - State Farm Agent is seeking a Receptionist - State Farm Agent Team Member to join our client-focused insurance office in Michigan. The role emphasizes welcoming guests, handling inquiries, and supporting daily operations with a positive, professional attitude.

Responsibilities include greeting clients, managing appointments, maintaining records, and engaging in sales conversations to offer insurance solutions.

Qualifications

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

Responsibilities

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

Skills

Communication skills

Interpersonal skills

Organizational skills

Multitasking

Sales conversations

Tools

Microsoft Office

CRM systems

Job description

Jill Leonard - State Farm Agent is seeking a Receptionist - State Farm Agent Team Member to join our client-focused insurance office in Michigan. The role emphasizes welcoming guests, handling inquiries, and supporting daily operations with a positive, professional attitude.

Responsibilities include greeting clients, managing appointments, maintaining records, and engaging in sales conversations to offer insurance solutions.