Insurance Front Desk & Client Services Lead

Leslie Jeffrey - State Farm Agent; Sarasota (FL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

401(k) matching

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Leslie Jeffrey - State Farm Agent is seeking a Receptionist - State Farm Agent Team Member to join our team. The ideal candidate is highly organized, detail-oriented, and dedicated to delivering a positive customer experience in a fast-paced insurance office.

Responsibilities include greeting clients, scheduling appointments, handling inquiries, maintaining customer records, and supporting sales conversations to offer insurance options.

Qualifications

• Previous experience in a receptionist or customer service role.
• Strong communication and interpersonal skills.
• Excellent organizational and multitasking abilities.
• Comfortable with sales conversations to identify opportunities.
• Basic computer skills including Microsoft Office and CRM systems.

Responsibilities

• Greet customers in person and over the phone and direct to team members.
• Schedule appointments and manage office communications.
• Assist with inquiries and maintain customer records.
• Engage with 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

Organizational skills

Sales conversations

Adaptability

Tools

Microsoft Office

CRM systems

Job description

Leslie Jeffrey - State Farm Agent is seeking a Receptionist - State Farm Agent Team Member to join our team. The ideal candidate is highly organized, detail-oriented, and dedicated to delivering a positive customer experience in a fast-paced insurance office.

Responsibilities include greeting clients, scheduling appointments, handling inquiries, maintaining customer records, and supporting sales conversations to offer insurance options.