Client Concierge & Insurance Services (Flexible Schedule)

Carl Dodge - State Farm Agent; Merrill (WI); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

License reimbursement

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Carl Dodge - State Farm Agent is seeking a friendly and organized Receptionist to greet customers, manage appointments, and support daily operations at the Merrill, Wisconsin office. You will engage with prospective and current customers, helping identify insurance options and ensuring a positive client experience.

The role emphasizes strong communication, multitasking, and basic computer skills in a small team environment that values growth and work-life balance.

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.

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

Customer service

Communication

Organizational skills

Sales conversations

CRM systems

Tools

Microsoft Office

CRM systems

Job description

Carl Dodge - State Farm Agent is seeking a friendly and organized Receptionist to greet customers, manage appointments, and support daily operations at the Merrill, Wisconsin office. You will engage with prospective and current customers, helping identify insurance options and ensuring a positive client experience.

The role emphasizes strong communication, multitasking, and basic computer skills in a small team environment that values growth and work-life balance.