Client Concierge & Insurance Services Specialist

James Bild - State Farm Agent; Franklin (WI); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Job summary

James Bild - State Farm Agent is seeking a Receptionist to join the team in Franklin, WI. The role focuses on welcoming customers, handling calls, scheduling, and maintaining records while identifying opportunities to discuss insurance options with clients.

The ideal candidate is organized, detail-oriented, and eager to learn within the insurance industry, contributing to a positive and productive workplace. Prior experience in customer service is preferred.

Qualifications

• Experience in receptionist or customer service role.
• Strong communication and interpersonal skills.
• Excellent organizational and multitasking abilities.
• Willingness to engage in sales conversations.
• Proficient with Microsoft Office and CRM systems.

Responsibilities

• Greet customers in person and by phone and direct to team.
• Manage appointment scheduling and office communications.
• Assist with inquiries and maintain customer records.
• Discuss insurance options with prospects and current customers.
• Provide excellent customer service and follow up on needs.
• Support team with administrative tasks and projects.

Skills

Customer service

Communication

Organizational skills

Sales conversations

Microsoft Office

Tools

CRM systems

Job description

James Bild - State Farm Agent is seeking a Receptionist to join the team in Franklin, WI. The role focuses on welcoming customers, handling calls, scheduling, and maintaining records while identifying opportunities to discuss insurance options with clients.

The ideal candidate is organized, detail-oriented, and eager to learn within the insurance industry, contributing to a positive and productive workplace. Prior experience in customer service is preferred.