Receptionist & Client Care Specialist — Insurance Team

Jeff Berthney - State Farm Agent; Monroeville (Allegheny County); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Simple IRA

Licensing covered

Performance bonus

Competitive salary

Flexible schedule

Advancement opportunities

Paid time off

Training & development

Job summary

Jeff Berthney - State Farm Agent is seeking a Receptionist - State Farm Agent Team Member to join our team. The ideal candidate is highly organized, detail-oriented, and eager to learn and grow within the insurance industry.

You will greet customers, manage appointments, handle inquiries, and maintain customer records while engaging in sales conversations and providing excellent service. This role offers a supportive environment with training and advancement opportunities.

Qualifications

• Previous experience in a receptionist or customer service role.
• Strong 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

Communication skills

Interpersonal skills

Sales conversations

Organization

Tools

Microsoft Office

CRM systems

Job description

Jeff Berthney - State Farm Agent is seeking a Receptionist - State Farm Agent Team Member to join our team. The ideal candidate is highly organized, detail-oriented, and eager to learn and grow within the insurance industry.

You will greet customers, manage appointments, handle inquiries, and maintain customer records while engaging in sales conversations and providing excellent service. This role offers a supportive environment with training and advancement opportunities.