Insurance Front Desk & Client Relations Specialist

Josh Benton - State Farm Insurance Agent; Cary (NC); On-site; USD 34,000 - 46,000; Full time

Benefits offered by this job

Simple IRA

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Josh Benton State Farm Agent Team Member in Cary, NC is seeking a friendly receptionist to greet visitors, handle calls, and keep the front office running smoothly.

You will manage appointments, assist with inquiries, and help grow customer relationships by identifying opportunities to offer insurance options. This role emphasizes teamwork, training, and a commitment to work-life balance with benefits like health insurance, a Simple IRA, and opportunities for advancement.

Qualifications

• Previous experience in a receptionist or customer service role.
• Strong communication and interpersonal skills.
• Good organizational and multitasking abilities.
• Comfortable 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 right team.
• Schedule appointments and manage office communications.
• Handle incoming inquiries and maintain customer records.
• Engage in conversations with prospective and existing customers to identify insurance options.
• Provide excellent customer service and follow up on needs.
• Support the team with administrative tasks and projects.

Skills

Customer service

Communication

Organization

Sales conversations

Tools

Microsoft Office

CRM software

Job description

Josh Benton State Farm Agent Team Member in Cary, NC is seeking a friendly receptionist to greet visitors, handle calls, and keep the front office running smoothly.

You will manage appointments, assist with inquiries, and help grow customer relationships by identifying opportunities to offer insurance options. This role emphasizes teamwork, training, and a commitment to work-life balance with benefits like health insurance, a Simple IRA, and opportunities for advancement.