Insurance Agency Receptionist & Client Concierge

Kelli Ashbrook State Farm; Atlanta (TX); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

License reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Kelli Ashbrook State Farm Agency in Texas is seeking a friendly Receptionist-Team Member to greet clients, manage calls, and support daily operations. You will engage with customers, schedule appointments, and help grow the agency by identifying referral opportunities.

The ideal candidate has prior receptionist or customer service experience, strong communication, and basic computer skills including Microsoft Office and CRM systems.

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 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 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

Customer service

Communication

Office software

Tools

CRM systems

Microsoft Office

Job description

Kelli Ashbrook State Farm Agency in Texas is seeking a friendly Receptionist-Team Member to greet clients, manage calls, and support daily operations. You will engage with customers, schedule appointments, and help grow the agency by identifying referral opportunities.

The ideal candidate has prior receptionist or customer service experience, strong communication, and basic computer skills including Microsoft Office and CRM systems.