Insurance Office Receptionist & Client Care Pro

Trevor Lam - State Farm Agent; San Rafael (CA); On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Trevor Lam - State Farm Agent is seeking a motivated Receptionist to join their team. The role focuses on welcoming clients, managing schedules, and maintaining accurate records, while assisting in insurance-related conversations.

The ideal candidate will be organized, detail-oriented, and eager to learn within the insurance industry, contributing to a positive and productive workplace.

Qualifications

• Previous experience in a receptionist or customer service role.
• Strong communication and interpersonal skills.
• Organizational and multitasking abilities.
• Comfortable with 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

Reception experience

Customer service

Communication

Organizational

Multitasking

Sales conversations

Tools

Microsoft Office

CRM systems

Job description

Trevor Lam - State Farm Agent is seeking a motivated Receptionist to join their team. The role focuses on welcoming clients, managing schedules, and maintaining accurate records, while assisting in insurance-related conversations.

The ideal candidate will be organized, detail-oriented, and eager to learn within the insurance industry, contributing to a positive and productive workplace.