Insurance Team Receptionist & Client Advocate

Dillon Wait - State Farm Agent; Lee's Summit (MO); On-site; USD 28,000 - 38,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Paid time off

Training & development

Job summary

Dillon Wait - State Farm Agent is seeking a Receptionist - Team Member to join our insurance office. This role focuses on greeting customers, handling inquiries, scheduling, and maintaining records while providing excellent service and exploring opportunities to offer insurance options.

The ideal candidate will have prior receptionist or customer service experience, strong communication skills, and comfort with sales conversations in a supportive team environment.

Qualifications

• Previous experience in a receptionist or customer service role.
• Strong communication and interpersonal skills.
• Excellent organizational and multitasking abilities.
• Comfortable engaging in sales conversations.
• Basic computer skills including Microsoft Office and CRM systems.

Responsibilities

• Greet customers 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 with prospective and existing customers to identify insurance options.
• Provide excellent customer service and follow up on customers' needs.
• Support the team with administrative tasks and projects.

Skills

Communication

Interpersonal skills

Organizational skills

Sales conversations

Microsoft Office

CRM systems

Tools

Microsoft Office

CRM systems

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION:
Dillon Wait - 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.