Insurance Team Receptionist & Client Advisor

Catie Walther - State Farm Agent; Lewes (DE); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

License reimbursement

Team building events

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Catie Walther - State Farm Agent is seeking a Receptionist - Team Member to join our customer-focused office in Lewes, DE. The role emphasizes organization, attention to detail, and a proactive attitude to learn and grow within the insurance industry.

You will help greet clients, manage appointments, handle inquiries, and maintain accurate customer records while engaging in sales conversations to offer thoughtful insurance solutions.

Qualifications

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

Responsibilities

• Greet clients in person and over the phone and direct to the right team member.
• Manage appointment scheduling and office communications.
• Assist with inquiries and maintain customer records.
• Engage in sales conversations to identify insurance solutions.
• Provide excellent customer service and follow up on client needs.
• Support the team with administrative tasks and projects.

Skills

Receptionist experience

Communication skills

Organizational skills

Sales conversations

Microsoft Office & CRM

Tools

CRM systems

Microsoft Office

Job description

Catie Walther - State Farm Agent is seeking a Receptionist - Team Member to join our customer-focused office in Lewes, DE. The role emphasizes organization, attention to detail, and a proactive attitude to learn and grow within the insurance industry.

You will help greet clients, manage appointments, handle inquiries, and maintain accurate customer records while engaging in sales conversations to offer thoughtful insurance solutions.