Front Desk & Client Services — Flexible Hours

Agent Adam C; Town of Germantown (WI); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Agent Adam C’s Germantown office is seeking a friendly Receptionist to greet customers, manage calls and appointments, and support daily office operations. You will engage with customers to understand needs and coordinate with team members to provide insurance options and follow up on requests.

The role emphasizes strong communication, organizational skills, and comfort with sales conversations in a fast-paced environment.

Qualifications

• Previous experience in a receptionist or customer service role.
• Strong communication and interpersonal skills.
• Organizational and multitasking abilities.
• Comfortable 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

Communication

Interpersonal skills

Organizational skills

Sales conversations

CRM basics

Job description

Agent Adam C’s Germantown office is seeking a friendly Receptionist to greet customers, manage calls and appointments, and support daily office operations. You will engage with customers to understand needs and coordinate with team members to provide insurance options and follow up on requests.

The role emphasizes strong communication, organizational skills, and comfort with sales conversations in a fast-paced environment.