Insurance Front Desk & Customer Care Specialist

Trae Pena - State Farm Agent; Brownsville (TX); On-site; USD 28,000 - 36,000; Full time

Job summary

Trae Pena - State Farm Agent is seeking a friendly receptionist to support a busy office and welcome clients. You will manage calls and appointments, maintain customer records, and assist in daily administrative tasks.

The role involves engaging with customers to discuss suitable insurance options while delivering excellent service and fostering a positive team environment. Strong organization and communication skills are essential for success.

Qualifications

• Previous experience in a receptionist or customer service role.
• Strong communication and interpersonal skills.
• Excellent 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 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

Organization

Sales conversations

MS Office & CRM

Job description

Trae Pena - State Farm Agent is seeking a friendly receptionist to support a busy office and welcome clients. You will manage calls and appointments, maintain customer records, and assist in daily administrative tasks.

The role involves engaging with customers to discuss suitable insurance options while delivering excellent service and fostering a positive team environment. Strong organization and communication skills are essential for success.