Front Office / Receptionist Position

Farmers Insurance- Gricelda Huerta Agency; Azusa (CA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Paid Time Off

Mon-Fri Schedule

Career Growth Opportunities

Job summary

Gricelda Huerta Insurance Agency in Azusa, CA is seeking a personable Receptionist / Administrative Assistant to be the first point of contact for clients and to support daily office operations.

You will handle phones, scheduling, data entry, document management, and customer service, while learning agency software and CRM tools. Bilingual English/Spanish required, and a friendly, reliable attitude is essential.

Qualifications

• Excellent customer service and communication skills.
• Able to speak English and Spanish.
• Professional and friendly phone presence.
• Strong organizational and multitasking abilities.
• Reliable, punctual, and dependable.
• Experience in office, receptionist, or insurance preferred but not required.

Responsibilities

• Answer incoming phone calls and greet clients in a professional and friendly manner.
• Assist clients with general questions and direct calls to the appropriate team member.
• Schedule appointments and assist with follow-up calls.
• Enter and update client information accurately in agency systems.
• Assist with scanning, filing, emailing, and organizing client documents.
• Follow up with clients regarding requested documents, signatures, payments, and appointments.
• Assist the team with insurance-related administrative tasks and customer service.
• Help maintain accurate client records and documentation.

Skills

Customer service

Bilingual English/Spanish

Phone etiquette

Organizational skills

Tools

Microsoft Office

CRM software

Insurance software

Job description

Job Description

Gricelda Huerta Insurance Agency is looking for a professional, friendly, organized, and dependable Receptionist / Administrative Assistant to join our insurance agency team.

The ideal candidate will be the first point of contact for our clients and will provide excellent customer service while supporting the daily administrative operations of the agency. This position is a great opportunity for someone who enjoys working with people, staying organized, learning new systems, and growing within a professional insurance environment.

Benefits

• Paid Time Off (PTO)
• Mon-Fri Schedule
• Career Growth Opportunities

Responsibilities

• Answer incoming phone calls and greet clients in a professional and friendly manner.
• Assist clients with general questions and direct calls to the appropriate team member.
• Schedule appointments and assist with follow-up calls.
• Enter and update client information accurately in agency systems.
• Assist with scanning, filing, emailing, and organizing client documents.
• Follow up with clients regarding requested documents, signatures, payments, and appointments.
• Assist the team with insurance-related administrative tasks and customer service.
• Help maintain accurate client records and documentation.
• Assist with lead follow-up and routing inquiries to the appropriate sales representative.
• Support the agency with daily office organization and administrative projects.
• Learn and utilize agency systems, CRM tools, phone systems, and insurance software.
• Maintain confidentiality and professionalism when handling client information.
• Provide a positive and welcoming experience to every client.

Requirements

Must be able to speak English and Spanish

Excellent customer service and communication skills.

Professional and friendly phone presence.

Strong organizational and multitasking abilities.

Reliable, punctual, and dependable.

Comfortable working with computers, email, Microsoft Office, and online systems.

Ability to learn new software and insurance procedures.

Strong attention to detail.

Previous office, receptionist, customer service, or insurance experience is preferred but not required.