Receptionist & Client Experience Specialist – Insurance

Getborden; Allen (TX); Hybride; USD 17 000 - 21 000; Plein temps

Avantages offerts par ce poste

Bonus based on performance

Opportunity for advancement

Paid time off

401(k)

Health insurance

Vision insurance

Résumé du poste

Daniel Borden - State Farm Agent in Allen, TX is seeking a friendly Receptionist to join a high-performance team. You greet visitors, manage phones, and coordinate appointments, ensuring smooth daily operations.

The ideal candidate is organized, communication-driven, and comfortable discussing insurance options. Previous customer service experience and basic computer skills are required; training and advancement opportunities are offered.

Qualifications

• Previous experience in a receptionist or customer service role.
• Strong communication skills and ability to build rapport with clients.
• Organizational skills and ability to multitask in a fast-paced environment.
• Comfortable discussing insurance options with customers and guiding conversations.
• Proficient with basic computer tasks including Microsoft Office and CRM systems.

Responsabilités

• Greet customers warmly in person and over the phone.
• Manage appointment scheduling and office communications.
• Assist in handling inquiries and maintaining customer records.
• Engage with prospective and existing customers to identify insurance opportunities.
• Provide excellent customer service and follow up on needs.
• Support the team with administrative tasks and projects.

Connaissances

Receptionist experience

Communication skills

Interpersonal skills

Organizational skills

Sales conversations

Customer service mindset

Multitasking

Outils

Microsoft Office

CRM systems

Description du poste

Replies within 24 hours

• Bonus based on performance
• Opportunity for advancement
• Paid time off
• 401(k)
• Health insurance
• Vision insurance

ABOUT OUR AGENCY
Our agency opened in March 2021 and has grown into a strong team of 8-10, focused on performance, growth, and delivering a great customer experience. I’ve been in the insurance industry since 2016, bringing a solid foundation and a passion for helping others succeed.

I'm actively involved in the community through my church, where I serve as a musician, and through volunteering with Big Brothers Big Sisters.

For our team, we offer health, dental, and vision insurance, a 401(k), discounted gym membership, licensing assistance, access to world-class training programs, and a highly competitive commission and incentive structure.

Our office culture is friendly, competitive, and accountability-driven. We set high expectations while providing the tools and training needed to succeed. We’re looking for someone who is motivated, coachable, and ready to grow in a high-performance environment with strong support and development opportunities.

ROLE DESCRIPTION
Daniel Borden - 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.

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.