Insurance Agency Receptionist & Team Member (Flexible Schedule)

David Munson Insurance & Financial Services Inc.; Bethesda (MD); On-site; USD 34,000 - 42,000; Full time

Benefits offered by this job

Simple IRA

Hiring bonus

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

David Munson Agency in Bethesda, MD is seeking a friendly Receptionist to greet customers, answer calls, schedule appointments, and assist with office tasks. This role supports the State Farm Agent Team and offers a path to growth within the insurance field.

Ideal candidates are organized, detail-oriented and comfortable with sales conversations, CRM systems, and basic Microsoft Office. Competitive pay, benefits, and a focus on service excellence are available.

Qualifications

• Previous experience in a receptionist or customer service role.
• Strong communication and interpersonal skills.
• Organizational and multitasking abilities; comfortable with 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

Organizational skills

Sales conversations

CRM systems

Tools

Microsoft Office

CRM systems

Job description

David Munson Agency in Bethesda, MD is seeking a friendly Receptionist to greet customers, answer calls, schedule appointments, and assist with office tasks. This role supports the State Farm Agent Team and offers a path to growth within the insurance field.

Ideal candidates are organized, detail-oriented and comfortable with sales conversations, CRM systems, and basic Microsoft Office. Competitive pay, benefits, and a focus on service excellence are available.