Insurance Office Receptionist & Client Care Specialist

Cortney Tidwell - State Farm Agent; MetroWest (FL); On-site; USD 19,000 - 30,000; Full time

Benefits offered by this job

License Reimbursement

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Cortney Tidwell - State Farm Agent is seeking a Receptionist to join our team. The candidate should be highly organized, detail-oriented, and eager to contribute to a positive, productive workplace within the insurance industry.

The role emphasizes customer service, sales conversations, and administrative support, with a team-oriented, family-like office culture that values work-life balance and licensing cost reimbursement.

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 experience

Customer service

Communication

Organizational skills

Sales conversations

Tools

Microsoft Office

CRM systems

Job description

Cortney Tidwell - State Farm Agent is seeking a Receptionist to join our team. The candidate should be highly organized, detail-oriented, and eager to contribute to a positive, productive workplace within the insurance industry.

The role emphasizes customer service, sales conversations, and administrative support, with a team-oriented, family-like office culture that values work-life balance and licensing cost reimbursement.