Insurance Front Desk & Sales Associate – Growth & Benefits

Ana Gutierrez Ins Agency Inc; Portage (IN); On-site; USD 36,000 - 46,000; Full time

Benefits offered by this job

Performance bonus

Advancement opportunities

Paid time off

401(k) matching

Job summary

Ana Gutierrez Insurance is seeking a dynamic secretary to join our team. The role focuses on delivering exceptional client service, managing front-desk operations, scheduling, and maintaining customer records.

The ideal candidate is organized, detail-oriented, and eager to contribute to a positive, productive workplace while learning and growing in the insurance industry.

Qualifications

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

Responsibilities

• Greet clients 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 sales conversations with prospective and existing clients, identifying opportunities to offer insurance solutions.
• Provide excellent customer service and follow up on client needs.
• Support the team with various administrative tasks and projects.

Skills

Receptionist experience

Customer service

Communication

Interpersonal skills

Organization

Multitasking

Sales conversations

MS Office

Tools

CRM systems

Job description

Benefits:

• Bonus based on performance
• Opportunity for advancement
• Paid time off
• 401(k) matching

ROLE DESCRIPTION:
Ana Gutierrez Insurance is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team as a secretary.

Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team.

Responsibilities:

• Greet clients 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 sales conversations with prospective and existing clients, identifying opportunities to offer insurance solutions.
• Provide excellent customer service and follow up on client needs.
• Support the team with various administrative tasks and projects.

Qualifications:

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