Insurance Office Receptionist & Customer Care

Berenice Mendez - State Farm Agent; Lewisville (TX); On-site; USD 30,000 - 42,000; Full time

Job summary

Berenice Mendez - State Farm Agent is seeking a Receptionist to join their team in a dynamic, customer-facing role. The ideal candidate will be organized, detail-oriented, and eager to contribute to a positive workplace within the insurance industry.

Responsibilities include greeting customers, handling inquiries, scheduling, maintaining records, and supporting the team with admin tasks. Some sales conversations are expected as part of daily interactions.

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

Communication skills

Organizational skills

Multitasking

Sales conversations

CRM knowledge

Tools

Microsoft Office

CRM systems

Job description

Berenice Mendez - State Farm Agent is seeking a Receptionist to join their team in a dynamic, customer-facing role. The ideal candidate will be organized, detail-oriented, and eager to contribute to a positive workplace within the insurance industry.

Responsibilities include greeting customers, handling inquiries, scheduling, maintaining records, and supporting the team with admin tasks. Some sales conversations are expected as part of daily interactions.