Insurance Front Desk & Client Advisor

Carla Fenzel - State Farm Agent; Jacksonville (FL); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Paid time off

Bonus based on performance

Competitive salary

Job summary

Carla Fenzel Marchese Agency in Jacksonville, FL, is seeking a friendly receptionist to greet clients, manage calls, and support administrative tasks. The position offers opportunities to learn about insurance products and contribute to a positive office environment.

The ideal candidate is organized, detail-oriented, with good communication skills and comfort engaging in sales conversations. Proficiency with Microsoft Office and CRM systems is a plus, and previous customer-service experience is

Qualifications

• Previous receptionist or customer service experience.
• Strong communication and interpersonal skills.
• Highly organized with multitasking abilities.
• Comfortable engaging in sales conversations.

Responsibilities

• Greet customers in person and over the phone, directing them to the right team.
• Manage appointment scheduling and office communications.
• Assist with inquiries and maintaining customer records.
• Engage with prospective and existing customers to discuss insurance options.
• Provide excellent customer service and follow up on needs.
• Support the team with administrative tasks and projects.

Skills

Customer service

Communication

Organizational skills

Sales conversations

CRM systems

Microsoft Office

Tools

CRM systems

Microsoft Office

Job description

Carla Fenzel Marchese Agency in Jacksonville, FL, is seeking a friendly receptionist to greet clients, manage calls, and support administrative tasks. The position offers opportunities to learn about insurance products and contribute to a positive office environment.

The ideal candidate is organized, detail-oriented, with good communication skills and comfort engaging in sales conversations. Proficiency with Microsoft Office and CRM systems is a plus, and previous customer-service experience is