Receptionist & Client Concierge – Insurance Agency

Cindytnguyen; Houston (TX); Sur place; USD 34 000 - 48 000; Plein temps

Avantages offerts par ce poste

Simple IRA

License reimbursement

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Résumé du poste

Cindy Nguyen - State Farm Agent is a Houston-based insurance agency seeking a personable Receptionist to join the team. The role focuses on greeting customers, managing schedules, and supporting daily office operations while introducing insurance options to clients.

The ideal candidate has prior receptionist or customer service experience, strong communication, and multitasking abilities. This on-site position emphasizes teamwork and a collaborative work environment.

Qualifications

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

Responsabilités

• 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.

Connaissances

Customer service

Communication

Interpersonal skills

Organizational skills

Multitasking

Outils

CRM systems

Microsoft Office

Description du poste

Benefits:

• Simple IRA
• License reimbursement
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:
I opened my agency in 2011 and currently lead an experienced team of six. Before becoming a State Farm agent, I worked as an accountant, bringing a strong foundation in organization, financial knowledge, and attention to detail into agency ownership. I’m a proud graduate of the University of Houston, happily married, and a mom of two. Family is incredibly important to me, and outside of work, I love to travel.

Staying connected to and supporting our local community is also an important part of our agency.

Our agency offers a Simple IRA retirement plan, licensing reimbursement, professional coaching, and a strong commitment to work-life balance. We place a major emphasis on professional development and creating opportunities for team members to continue learning, take on new challenges, and grow within their careers.

One of the things I’m most proud of is the strong, tenured team we’ve built. I genuinely care about the people who work with me and am passionate about supporting their development and helping them reach their goals. I’m looking for someone who is personable, hardworking, and a true team player.

If you want to join an established, supportive agency where your growth is encouraged and your contributions are valued, we’d love to meet you.

ROLE DESCRIPTION:
Cindy Nguyen - 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.