Insurance Front Desk & Client Success Associate

patty herbstman - State Farm Agent; Coram (NY); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

License reimbursement

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

patty herbstman - State Farm Agent in Coram, New York, is seeking a dynamic Receptionist to join our insurance agency team. The ideal candidate will be organized, detail-oriented, and dedicated to providing exceptional customer service while supporting various administrative tasks.

This role involves greeting customers, managing appointment scheduling, and engaging in sales conversations to identify insurance opportunities. We offer a competitive salary, health insurance, and opportunities for advancement.

Qualifications

• Previous experience in a receptionist or customer service role.
• Must have strong communication and interpersonal skills.
• Proficiency in Microsoft Office and CRM systems is preferred.

Responsibilities

• Greet customers warmly in person and over the phone.
• Manage appointment scheduling and office communications.
• Assist in handling incoming inquiries and maintaining customer records.
• Engage with customers and identify 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

Communication and interpersonal skills

Organizational and multitasking abilities

Basic computer skills, including Microsoft Office and CRM systems

Comfortable with engaging in sales conversations

Job description

patty herbstman - State Farm Agent in Coram, New York, is seeking a dynamic Receptionist to join our insurance agency team. The ideal candidate will be organized, detail-oriented, and dedicated to providing exceptional customer service while supporting various administrative tasks.

This role involves greeting customers, managing appointment scheduling, and engaging in sales conversations to identify insurance opportunities. We offer a competitive salary, health insurance, and opportunities for advancement.