Insurance Office Concierge & Customer Advocate

Talentify; Columbus (OH); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Simple IRA

Licensing paid by agency

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Janna Bidlack - State Farm Agent seeks a Receptionist to greet customers and manage calls in a friendly, organized manner. You will support a busy office, directing inquiries and maintaining customer records with accuracy and care.

The ideal candidate is customer-focused, detail-oriented, and comfortable engaging in sales conversations while providing excellent service within a collaborative team.

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 and CRM systems familiarity.

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

Communication skills

Customer service

Organization

Multitasking

Sales conversations

CRM systems

MS Office

Tools

CRM systems

Microsoft Office

Job description

Janna Bidlack - State Farm Agent seeks a Receptionist to greet customers and manage calls in a friendly, organized manner. You will support a busy office, directing inquiries and maintaining customer records with accuracy and care.

The ideal candidate is customer-focused, detail-oriented, and comfortable engaging in sales conversations while providing excellent service within a collaborative team.