Front Desk Receptionist & Customer Care — Insurance Team

Talentify; San Marino (CA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Bonus potential

Competitive salary

Flexible schedule

Advancement opportunities

Paid time off

Training & development

Job summary

State Farm Agent Derek Tsu is seeking a motivated Receptionist to join the team. The role focuses on front-desk duties, greeting customers, handling phone inquiries, scheduling appointments, and maintaining records.

The ideal candidate is organized, detail-oriented, and comfortable with conversations about insurance options. Experience in customer service and basic computer skills are required; CRM knowledge is a plus.

This position offers a flexible schedule and opportunities for advancement.

Qualifications

• Previous receptionist or customer service experience.
• Strong communication and interpersonal skills.
• Organized with multitasking ability.
• Willing to discuss sales opportunities with customers.
• Familiar with Microsoft Office and CRM systems.
• Outbound calling or sales experience preferred.
• Competitive background (sports, etc.) is a plus.

Responsibilities

• Greet customers in person and on the phone and direct to team.
• Schedule appointments and manage office communications.
• Handle inquiries and maintain customer records.
• Engage customers to identify insurance options.
• Provide excellent service and follow up on needs.
• Support the team with admin tasks and projects.

Skills

Receptionist experience

Customer service

Communication skills

Interpersonal skills

Organizational skills

Multitasking

Sales conversations

Microsoft Office

CRM systems

Outbound call experience

Competitive background

Tools

Microsoft Office

CRM systems

Job description

State Farm Agent Derek Tsu is seeking a motivated Receptionist to join the team. The role focuses on front-desk duties, greeting customers, handling phone inquiries, scheduling appointments, and maintaining records.

The ideal candidate is organized, detail-oriented, and comfortable with conversations about insurance options. Experience in customer service and basic computer skills are required; CRM knowledge is a plus.

This position offers a flexible schedule and opportunities for advancement.