Insurance Front Desk & Client Services Specialist

Bill Pool - State Farm Agent; Jacksonville (FL); On-site; USD 28,000 - 38,000; Full time

Benefits offered by this job

Licensing paid

Advancement opportunities

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Bill Pool - State Farm Agent is seeking a friendly receptionist to greet clients and manage daily office communications in a busy insurance agency. The role emphasizes strong customer service and relationship-building with prospective and existing customers.

The successful candidate will handle scheduling, inquiries, and CRM updates while supporting a team dedicated to helping customers with insurance options and high-quality service. A personable, organized, and proactive mindset is essential.

Qualifications

• Previous experience in a receptionist or customer service role.
• 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

Organizational skills

Sales conversations

Tools

Microsoft Office

CRM systems

Job description

Bill Pool - State Farm Agent is seeking a friendly receptionist to greet clients and manage daily office communications in a busy insurance agency. The role emphasizes strong customer service and relationship-building with prospective and existing customers.

The successful candidate will handle scheduling, inquiries, and CRM updates while supporting a team dedicated to helping customers with insurance options and high-quality service. A personable, organized, and proactive mindset is essential.