Front Desk & Insurance Sales Assistant

Vang Insurance and Financial Services, Inc.; Town of Plover (WI); On-site; USD 32,000 - 45,000; Full time

Benefits offered by this job

401(k)

Competitive salary

Paid time off

Signing bonus

Training & development

Job summary

Vang Insurance & Financial Services, Inc. is seeking a Receptionist to warmly greet clients in person and over the phone, directing them to the right team members and managing scheduling in a busy office.

You will assist with inquiries, maintain customer records, and participate in sales conversations to offer insurance solutions, while supporting the team with admin tasks and projects. Spanish-speaking applicants are a plus.

Qualifications

• Previous receptionist or customer service experience.
• Excellent communication and interpersonal skills.
• Strong organizational and multitasking abilities.
• Comfortable with engaging in sales conversations.
• Basic computer skills, including Microsoft Office and CRM systems.
• Spanish-speaking applicants are a plus.

Responsibilities

• Greet clients 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 sales conversations with prospective and existing clients, identifying opportunities to offer insurance solutions.
• Provide excellent customer service and follow up on client needs.
• Support the team with various administrative tasks and projects.

Skills

Customer service

Communication

Multitasking

Sales conversations

Spanish language

Tools

CRM systems

Microsoft Office

Job description

Benefits:

• 401(k)
• Competitive salary
• Paid time off
• Signing bonus
• Training & development

ROLE DESCRIPTION:
Vang Insurance & Financial Services, Inc is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team as a Receptionist.

Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team.

Responsibilities:

• Greet clients 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 sales conversations with prospective and existing clients, identifying opportunities to offer insurance solutions.
• Provide excellent customer service and follow up on client needs.
• Support the team with various administrative tasks and projects.

Qualifications:

• Previous experience in a receptionist or customer service role.
• Excellent communication and interpersonal skills.
• Strong organizational and multitasking abilities.
• Comfortable with engaging in sales conversations.
• Basic computer skills, including Microsoft Office and CRM systems.
• Spanish speaking applicants are a plus.