Insurance Front Desk & Client Advisor

Truman Trail - State Farm Agent; Houston (TX); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Free food & snacks

Paid time off

Training & development

Job summary

Truman Trail State Farm in Houston seeks a receptionist to warmly greet customers, answer calls, manage appointments, and direct inquiries to the appropriate team.

The candidate should be highly organized, detail-oriented, and comfortable engaging in sales conversations to identify insurance options while maintaining customer records and supporting administrative tasks in the office.

Qualifications

• Experience in receptionist or customer service roles.
• Strong communication and interpersonal skills.
• Organized with ability to multitask and manage time effectively.

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

Organization

Multitasking

Sales conversations

Communication

Tools

CRM systems

Microsoft Office

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Free food & snacks
• Paid time off
• Training & development

ROLE DESCRIPTION:
Truman Trail State Farm is a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual to join our team as a Receptionist.

Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team.

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.

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.