Flexible Schedule Front Desk & Client Advocate

Mathis Insurance and Financial Services, Inc; Vacaville (CA); On-site; USD 19,000 - 28,000; Full time

Benefits offered by this job

Flexible schedule

Advancement opportunities

Training & development

Job summary

Mathis Insurance and Financial Services, Inc is seeking a receptionist to join our team in Vacaville, California. The ideal candidate is organized, detail-oriented, and eager to provide exceptional customer service while supporting a busy office.

You will greet clients, manage appointments, handle inquiries, maintain records, and assist in opportunities to discuss insurance options. Strong communication, basic computer skills, and comfort with sales conversations are important; experience in

Qualifications

• Previous receptionist or customer service experience.
• 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

Customer service

Communication

Organizational skills

Sales conversations

Multitasking

Tools

Microsoft Office

CRM systems

Job description

Mathis Insurance and Financial Services, Inc is seeking a receptionist to join our team in Vacaville, California. The ideal candidate is organized, detail-oriented, and eager to provide exceptional customer service while supporting a busy office.

You will greet clients, manage appointments, handle inquiries, maintain records, and assist in opportunities to discuss insurance options. Strong communication, basic computer skills, and comfort with sales conversations are important; experience in