Front Desk & Client Services Associate — Insurance

Gary Albert; Lake Monticello (VA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

401(k)

401(k) matching

Bonus based on performance

Free food & snacks

Job summary

Gary Albert - State Farm Agent is seeking a friendly Receptionist to join our agency team in Lake Monticello. You will greet customers, answer calls, schedule appointments, and support everyday office operations while learning about insurance products.

We value organized, detail-oriented individuals who can handle multiple tasks and engage in sales conversations to identify opportunities. This role offers a pathway for advancement and a comprehensive benefits package.

Qualifications

• Previous experience in a receptionist or customer service role.
• Strong communication and interpersonal skills.
• Organizational and multitasking abilities.
• Comfortable with engaging in sales conversations.
• Basic computer skills and familiarity with 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

Interpersonal skills

Organizational skills

Multitasking

Sales conversations

Tools

Microsoft Office

CRM systems

Job description

Gary Albert - State Farm Agent is seeking a friendly Receptionist to join our agency team in Lake Monticello. You will greet customers, answer calls, schedule appointments, and support everyday office operations while learning about insurance products.

We value organized, detail-oriented individuals who can handle multiple tasks and engage in sales conversations to identify opportunities. This role offers a pathway for advancement and a comprehensive benefits package.