Insurance Front Desk & Customer Care Specialist

Insurewithtraci; Waco (TX); On-site; USD 17,000 - 19,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Flexible schedule

Job summary

Plemons Ins & Fin Srvcs in Waco, TX is seeking a receptionst/customer care representative to greet customers in person and by phone, direct them to the right team, and manage appointments. The ideal candidate is organized, detail-oriented, comfortable with sales conversations, and capable of handling inquiries while maintaining customer records.

This full-time, on-site role offers $12.00-$14.00 per hour, paid time off, opportunities for advancement, and training to grow within the insurance

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

Receptionist / customer service

Sales conversations

Organizational skills

Communication skills

CRM systems

Tools

Microsoft Office

CRM systems

Job description

Plemons Ins & Fin Srvcs in Waco, TX is seeking a receptionst/customer care representative to greet customers in person and by phone, direct them to the right team, and manage appointments. The ideal candidate is organized, detail-oriented, comfortable with sales conversations, and capable of handling inquiries while maintaining customer records.

This full-time, on-site role offers $12.00-$14.00 per hour, paid time off, opportunities for advancement, and training to grow within the insurance