Client Concierge & Insurance Support Specialist

Jacob Lewis - State Farm Agent; Salem (VA); On-site; USD 30,000 - 38,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Vision insurance

401(k) matching

Bonus based on performance

Dental insurance

Job summary

Jacob Lewis - State Farm Agent is seeking a friendly receptionist to greet customers in person and over the phone, manage appointments, and maintain accurate records for clients. This front-line role provides essential support to a busy insurance office and opportunities to learn about financial services.

The ideal candidate is highly organized, detail-oriented, and eager to contribute to a positive, productive workplace.

Qualifications

• Previous experience in a receptionist or customer service role.
• Strong communication and interpersonal skills.
• Excellent organizational and multitasking abilities.
• Comfortable 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

Reception experience

Customer service

Communication

Interpersonal skills

Organizational skills

Sales conversations

MS Office

CRM systems

Tools

CRM systems

Microsoft Office

Job description

Jacob Lewis - State Farm Agent is seeking a friendly receptionist to greet customers in person and over the phone, manage appointments, and maintain accurate records for clients. This front-line role provides essential support to a busy insurance office and opportunities to learn about financial services.

The ideal candidate is highly organized, detail-oriented, and eager to contribute to a positive, productive workplace.