Insurance Agency Receptionist & Customer Success Associate

Jim Cornwell - State Farm Agent; Tampa (FL); On-site; USD 28,000 - 38,000; Full time

Benefits offered by this job

License reimbursement

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Jim Cornwell - State Farm Agent is seeking a receptionist to warmly greet clients, manage appointments, and handle inquiries while maintaining customer records. The role includes engaging in sales conversations to identify insurance opportunities and providing excellent customer service.

You will support the team with administrative tasks to ensure smooth office operations. Ideal candidates have previous receptionist or customer service experience, strong communication skills, and proficiency

Qualifications

• Excellent communication and interpersonal skills.
• Strong organizational and multitasking abilities.
• Comfortable engaging in sales conversations.
• Basic computer skills including Microsoft Office and CRM systems.

Responsibilities

• Greet clients 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 sales conversations with prospective and existing clients, identifying opportunities to offer insurance solutions.
• Provide excellent customer service and follow up on client needs.
• Support the team with various administrative tasks and projects.

Skills

Communication

Interpersonal skills

Organization

Sales conversations

MS Office & CRM

Tools

CRM systems

Job description

Jim Cornwell - State Farm Agent is seeking a receptionist to warmly greet clients, manage appointments, and handle inquiries while maintaining customer records. The role includes engaging in sales conversations to identify insurance opportunities and providing excellent customer service.

You will support the team with administrative tasks to ensure smooth office operations. Ideal candidates have previous receptionist or customer service experience, strong communication skills, and proficiency