Receptionist & Client Concierge - Insurance & Admin

Jd Snead - State Farm Agent; Rancho Cordova (CA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Profit sharing

Paid time off

Job summary

Jd Snead - State Farm Agent in Rancho Cordova, CA, is seeking a Receptionist to join their team. You will greet customers, schedule appointments, and maintain client records while supporting the office with administrative tasks.

The role offers opportunities to engage customers in insurance discussions, develop multitasking skills, and contribute to a positive workplace. Strong communication and basic computer skills are essential.

Qualifications

• Previous receptionist or customer service experience.
• Strong communication and interpersonal skills.
• Organizational and multitasking abilities.
• Willingness to engage in sales conversations.
• Basic computer skills including Microsoft Office and CRM.

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

Organizational skills

Multitasking

Sales conversations

Basic computer skills

Tools

Microsoft Office

CRM systems

Job description

Jd Snead - State Farm Agent in Rancho Cordova, CA, is seeking a Receptionist to join their team. You will greet customers, schedule appointments, and maintain client records while supporting the office with administrative tasks.

The role offers opportunities to engage customers in insurance discussions, develop multitasking skills, and contribute to a positive workplace. Strong communication and basic computer skills are essential.