Front Desk & Client Success Specialist – Insurance

Talentify; Katy (TX); On-site; USD 32,000 - 45,000; Full time

Benefits offered by this job

License Reimbursement

Hourly Plus Commission

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Austin Weber - State Farm Agent is seeking a friendly, highly organized Receptionist to join our team in the Austin area. You will greet customers, manage calls, schedule appointments, and maintain accurate records while delivering exceptional service.

This role offers a flexible schedule, opportunities for advancement, and the chance to learn about insurance products. Strong communication, multitasking, and basic computer skills are essential. Experience with 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

Organizational skills

Sales conversations

CRM systems

Microsoft Office

Tools

CRM systems

Microsoft Office

Job description

Austin Weber - State Farm Agent is seeking a friendly, highly organized Receptionist to join our team in the Austin area. You will greet customers, manage calls, schedule appointments, and maintain accurate records while delivering exceptional service.

This role offers a flexible schedule, opportunities for advancement, and the chance to learn about insurance products. Strong communication, multitasking, and basic computer skills are essential. Experience with CRM systems is a plus.