Front Desk & Client Care Specialist (Insurance Office)

Talentify; Rockwall (TX); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Performance bonus

Competitive salary

Flexible schedule

Advancement opportunities

Paid time off

Training & development

Job summary

Travis Barton - State Farm Agent is seeking a receptionist to warmly greet customers, manage appointments, and handle inquiries while maintaining accurate customer records. The role involves engaging with clients to identify insurance options and supporting the team with administrative tasks to ensure smooth office operations.

The ideal candidate will be highly organized, detail-oriented, and eager to learn and grow within the insurance industry, contributing to a positive and productive

Qualifications

• 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

CRM systems

Microsoft Office

Tools

CRM software

Microsoft Office

Job description

Travis Barton - State Farm Agent is seeking a receptionist to warmly greet customers, manage appointments, and handle inquiries while maintaining accurate customer records. The role involves engaging with clients to identify insurance options and supporting the team with administrative tasks to ensure smooth office operations.

The ideal candidate will be highly organized, detail-oriented, and eager to learn and grow within the insurance industry, contributing to a positive and productive