Insurance Agency Receptionist & Client Advisor

Matt Basile - State Farm Agent; Dover (DE); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Hiring bonus

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Matt Basile - State Farm Agent is seeking a Receptionist - Team Member to join a friendly insurance office. You will greet customers, manage appointments, maintain records, and assist with inquiries.

The role supports sales conversations while delivering outstanding service in a professional environment. This position emphasizes organization, customer focus, and collaboration with the team to provide tailored insurance solutions and responsive service.

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.
• Proficient with 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 with prospective and existing customers to identify insurance options.
• Provide excellent customer service and follow up on customers' needs.
• Support the team with administrative tasks and projects.

Skills

Receptionist skills

Customer service

Communication

Organization

multitasking

Sales conversation

Education

High school diploma or equivalent

Tools

Microsoft Office

CRM systems

Job description

Matt Basile - State Farm Agent is seeking a Receptionist - Team Member to join a friendly insurance office. You will greet customers, manage appointments, maintain records, and assist with inquiries.

The role supports sales conversations while delivering outstanding service in a professional environment. This position emphasizes organization, customer focus, and collaboration with the team to provide tailored insurance solutions and responsive service.