Insurance Office Front Desk & Client Concierge

Jeff Ellis; San Antonio (TX); Sur place; USD 32 000 - 42 000; Plein temps

Résumé du poste

Jeff Ellis State Farm Agency in San Antonio is seeking a friendly receptionist to join our team. You will greet customers, answer calls, schedule appointments, and maintain accurate customer records while supporting sales opportunities in a fast-paced insurance office.

Ideal candidates are organized, detail-oriented, and able to multitask with strong communication and computer skills, including Microsoft Office and basic CRM systems. This role offers growth within a supportive agency environment.

Qualifications

• Experience in receptionist or customer service roles.
• Strong communication and interpersonal skills.
• Excellent organizational and multitasking abilities.
• Comfortable with sales conversations.
• Basic computer skills including Microsoft Office and CRM systems.

Responsabilités

• Greet customers in person and over the phone, directing them to the appropriate team members.
• Manage appointment scheduling and office communications.
• Assist in handling inquiries and maintaining customer records.
• Engage in conversations with customers to identify insurance opportunities.
• Provide excellent customer service and follow up on needs.
• Support team with administrative tasks and projects.

Connaissances

Customer service

Communication

Organizational

Sales conversations

CRM familiarity

Outils

Microsoft Office

CRM systems

Description du poste

Jeff Ellis State Farm Agency in San Antonio is seeking a friendly receptionist to join our team. You will greet customers, answer calls, schedule appointments, and maintain accurate customer records while supporting sales opportunities in a fast-paced insurance office.

Ideal candidates are organized, detail-oriented, and able to multitask with strong communication and computer skills, including Microsoft Office and basic CRM systems. This role offers growth within a supportive agency environment.