Client Experience Coordinator - Insurance Team Member

Luigi Damian - State Farm Agent; Everett (WA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Luigi Damian - State Farm Agent in Everett seeks a receptionist to greet clients, manage scheduling, and handle inquiries while supporting the insurance sales process. The role emphasizes service quality, data accuracy, and teamwork in a fast-paced office environment.

The ideal candidate has receptionist or customer service experience, strong communication, and comfort discussing insurance options. Proficiency with Microsoft Office and CRM systems is a plus.

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

Receptionist experience

Customer service

Communication skills

Organization & multitasking

Sales conversations

CRM systems

Microsoft Office

Tools

CRM systems

Microsoft Office

Job description

Luigi Damian - State Farm Agent in Everett seeks a receptionist to greet clients, manage scheduling, and handle inquiries while supporting the insurance sales process. The role emphasizes service quality, data accuracy, and teamwork in a fast-paced office environment.

The ideal candidate has receptionist or customer service experience, strong communication, and comfort discussing insurance options. Proficiency with Microsoft Office and CRM systems is a plus.