Insurance Office Receptionist & Client Care Specialist

Katherine Baustert Insurance Agency, Inc.; Middleburg (FL); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

License reimbursement

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Katherine Baustert - State Farm Agent in Middleburg, Florida is seeking a Receptionist - State Farm Agent Team Member. The role focuses on providing exceptional customer service while managing office communications and scheduling appointments.

Ideal candidates are organized, detail-oriented, and eager to contribute to a supportive and dynamic workplace. Bilingual Spanish is preferred and candidates will be engaged in sales interactions with clients. The position offers competitive salary and benefits.

Qualifications

• Previous experience in a receptionist or customer service role.
• Comfortable with engaging in sales conversations.

Responsibilities

• Greet customers warmly in person and over the phone.
• Manage appointment scheduling and office communications.
• Assist in handling incoming inquiries and maintaining customer records.
• Provide excellent customer service and follow up on customers needs.
• Support the team with various administrative tasks.

Skills

Communication and interpersonal skills

Organizational abilities

Multitasking abilities

Basic computer skills

Bilingual Spanish

Job description

Benefits:

• License reimbursement
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION:
Katherine Baustert - State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual to join our team as a Receptionist - State Farm Agent Team Member.

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 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.

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.
• Bilingual Spanish preferred.