Client Concierge & Insurance Services Specialist

Staci Howell - State Farm Agent; Waxhaw (NC); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) matching

Dental insurance

Tuition assistance

Job summary

Staci Howell - State Farm Agent is seeking a Receptionist to join the team. The role involves greeting customers, scheduling appointments, maintaining records, and supporting the office with administrative tasks.

The position offers exposure to insurance product conversations and customer service excellence. Ideal candidates will have receptionist or customer service experience, strong communication skills, and comfort with sales discussions.

Qualifications

• Experience in receptionist or customer service role.
• Strong communication and interpersonal skills.
• Organizational and multitasking abilities.
• Comfortable with 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

Receptionist experience

Customer service

Communication

Organizational skills

Sales conversations

Education

High school diploma or equivalent

Tools

Microsoft Office

CRM systems

Job description

Staci Howell - State Farm Agent is seeking a Receptionist to join the team. The role involves greeting customers, scheduling appointments, maintaining records, and supporting the office with administrative tasks.

The position offers exposure to insurance product conversations and customer service excellence. Ideal candidates will have receptionist or customer service experience, strong communication skills, and comfort with sales discussions.