Client Concierge & Insurance Sales Specialist

Talentify; Pleasanton (TX); On-site; USD 28,000 - 38,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Liliana Hernandez - State Farm Agent is seeking a Receptionist to join the team and support the office with client greetings, scheduling, and client communications. The role also involves engaging in sales conversations to identify opportunities for insurance solutions, while delivering excellent customer service and maintaining accurate records.

The ideal candidate is organized, detail-oriented, and eager to learn and grow within the insurance industry, contributing to a positive and productive

Qualifications

• Previous experience in receptionist or customer service.
• Excellent communication and interpersonal skills.
• Strong organizational and multitasking abilities.
• Comfortable with engaging in sales conversations.
• Bilingual Spanish preferred

Responsibilities

• Greet clients 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 sales conversations with prospective and existing clients, identifying opportunities to offer insurance solutions.
• Provide excellent customer service and follow up on client needs.
• Support the team with various administrative tasks and projects.

Skills

Customer service

Communication

Organizational skills

Multitasking

Sales conversations

Bilingual Spanish

Job description

Liliana Hernandez - State Farm Agent is seeking a Receptionist to join the team and support the office with client greetings, scheduling, and client communications. The role also involves engaging in sales conversations to identify opportunities for insurance solutions, while delivering excellent customer service and maintaining accurate records.

The ideal candidate is organized, detail-oriented, and eager to learn and grow within the insurance industry, contributing to a positive and productive