Insurance Front Desk & Client Care Associate

Heath Marston - State Farm Agent; Bradenton (FL); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Simple IRA with employer match

Health savings account

Health reimbursement account

Licensing paid by agency

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Heath Marston - State Farm Agent is seeking a Receptionist - State Farm Agent Team Member to join our team in Bradenton, FL. The role focuses on greeting customers, coordinating appointments, and handling inquiries with a friendly, service-oriented approach.

The ideal candidate is organized, detail-oriented, and eager to learn about insurance products while supporting daily office operations and contributing to a positive workplace culture.

Qualifications

• Previous receptionist or customer service experience.
• Strong 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 skills

Organizational skills

Sales conversations

Tools

Microsoft Office

CRM systems

Job description

Heath Marston - State Farm Agent is seeking a Receptionist - State Farm Agent Team Member to join our team in Bradenton, FL. The role focuses on greeting customers, coordinating appointments, and handling inquiries with a friendly, service-oriented approach.

The ideal candidate is organized, detail-oriented, and eager to learn about insurance products while supporting daily office operations and contributing to a positive workplace culture.