Insurance Agency Front Desk & Customer Experience

Tammydobrotin; Santa Barbara (CA); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Simple IRA

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Tammy Dobrotin - State Farm Agent is seeking a friendly, organized Receptionist to join our team in Santa Barbara. You will greet clients, answer calls, schedule appointments, and maintain accurate customer records while supporting office operations.

The ideal candidate has strong communication and interpersonal skills, is comfortable with light sales conversations, and can multitask in a fast-paced environment. Training and development opportunities are available.

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 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 skills

Interpersonal skills

Organizational skills

Multitasking

Sales conversations

Customer service experience

Tools

Microsoft Office

CRM systems

Job description

Tammy Dobrotin - State Farm Agent is seeking a friendly, organized Receptionist to join our team in Santa Barbara. You will greet clients, answer calls, schedule appointments, and maintain accurate customer records while supporting office operations.

The ideal candidate has strong communication and interpersonal skills, is comfortable with light sales conversations, and can multitask in a fast-paced environment. Training and development opportunities are available.