Client Concierge & Insurance Solutions Specialist

James Manley - State Farm Agent; City of Newburgh (NY); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Health insurance

Advancement opportunities

Paid time off

Training & development

Job summary

James Manley - State Farm Agent is seeking a Receptionist to greet customers, manage scheduling, and handle inquiries at our Newburgh office. You will maintain customer records and assist with administrative tasks while identifying opportunities to offer insurance options.

The ideal candidate is organized, detail-oriented, and eager to contribute to a positive workplace. Join a team committed to service, development, and community impact.

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

Office software

Tools

Microsoft Office

CRM systems

Job description

James Manley - State Farm Agent is seeking a Receptionist to greet customers, manage scheduling, and handle inquiries at our Newburgh office. You will maintain customer records and assist with administrative tasks while identifying opportunities to offer insurance options.

The ideal candidate is organized, detail-oriented, and eager to contribute to a positive workplace. Join a team committed to service, development, and community impact.