Client Concierge & Insurance Team Member

J. Hubbard - State Farm Agent; Forest City (NC); On-site; USD 28,000 - 36,000; Full time

Job summary

J. Hubbard - State Farm Agent is seeking a Receptionist to join our team in a role that emphasizes customer service and administrative support.

You will greet customers, coordinate scheduling, and help maintain customer records while identifying opportunities to discuss insurance options. The ideal candidate will be organized, detail-oriented, and eager to learn within the insurance industry, contributing to a positive and productive workplace.

Qualifications

• Experience in receptionist or customer service role.
• Strong communication and interpersonal skills.
• Organized and able to multitask.
• Comfortable with sales conversations.
• Proficient with 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

Multitasking

Sales conversations

Tools

Microsoft Office

CRM systems

Job description

J. Hubbard - State Farm Agent is seeking a Receptionist to join our team in a role that emphasizes customer service and administrative support.

You will greet customers, coordinate scheduling, and help maintain customer records while identifying opportunities to discuss insurance options. The ideal candidate will be organized, detail-oriented, and eager to learn within the insurance industry, contributing to a positive and productive workplace.