Receptionist & Client Care Specialist - Growth & Benefits

Roger O’Connell - State Farm Insurance Agent; Davidson (NC); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k) matching

Dental insurance

Vision insurance

Job summary

Roger O'Connell - State Farm Agent is seeking a friendly Receptionist to greet customers in person and over the phone, manage appointments, and help keep the office organized and responsive. This role offers a competitive salary, a flexible schedule, and opportunities for advancement, with training and CRM experience valued as you support the team and engage in sales conversations.

You will be part of a supportive environment that treats staff like family and provides a full benefits package

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

Customer service

Communication

Multitasking

Sales conversations

Tools

CRM systems

Microsoft Office

Job description

Roger O'Connell - State Farm Agent is seeking a friendly Receptionist to greet customers in person and over the phone, manage appointments, and help keep the office organized and responsive. This role offers a competitive salary, a flexible schedule, and opportunities for advancement, with training and CRM experience valued as you support the team and engage in sales conversations.

You will be part of a supportive environment that treats staff like family and provides a full benefits package