Insurance Front Desk & Client Experience Specialist

Ross Bernard - State Farm Agent; St. Martinville (LA); On-site; USD 30,000 - 36,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Ross Bernard - State Farm Agent is seeking a Receptionist - State Farm Agent Team Member to join our office team. The role emphasizes welcoming clients, scheduling, and maintaining records while supporting sales conversations.

A positive attitude and detail orientation help ensure efficient daily operations. The ideal candidate will be organized, customer-focused, and eager to grow within the insurance industry, contributing to a collaborative and supportive workplace culture.

Qualifications

• Previous experience in a receptionist or customer service role.
• Excellent communication and interpersonal skills.
• Strong organizational and multitasking abilities.
• Comfortable with 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

Excellent communication

Interpersonal skills

Organizational skills

Multitasking

Sales conversations

CRM systems

Microsoft Office

Tools

CRM systems

Microsoft Office

Job description

Ross Bernard - State Farm Agent is seeking a Receptionist - State Farm Agent Team Member to join our office team. The role emphasizes welcoming clients, scheduling, and maintaining records while supporting sales conversations.

A positive attitude and detail orientation help ensure efficient daily operations. The ideal candidate will be organized, customer-focused, and eager to grow within the insurance industry, contributing to a collaborative and supportive workplace culture.