Receptionist & Client Services Associate – Insurance

Drive with Danielle; Lexington (NC); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Paid birthdays off

Hiring bonus

Bonus based on performance

Opportunity for advancement

Paid time off

401(k) matching

Job summary

Danielle Waller - State Farm Agent is seeking a Receptionist to join the team in Lexington, NC. You will greet customers, manage schedules, and maintain records while exploring opportunities to discuss insurance options with clients.

The role emphasizes strong organizational skills, interpersonal communication, and a proactive, customer-focused mindset in a supportive insurance-office environment.

Qualifications

• Previous receptionist or customer service experience.
• Strong communication and interpersonal skills.
• Well organized with multitasking ability.
• Willingness to engage in sales conversations.
• Basic computer skills including Microsoft Office and CRM systems.

Responsibilities

• Greet customers in person and over the phone and direct to team members.
• Schedule appointments and manage office communications.
• Handle inquiries and maintain customer records.
• Discuss insurance options with customers when appropriate.
• Provide excellent customer service and follow up on needs.
• Support team with administrative tasks and projects.

Skills

Communication

Interpersonal skills

Organizational skills

Sales conversations

Microsoft Office

CRM systems

Tools

Microsoft Office

CRM systems

Job description

Danielle Waller - State Farm Agent is seeking a Receptionist to join the team in Lexington, NC. You will greet customers, manage schedules, and maintain records while exploring opportunities to discuss insurance options with clients.

The role emphasizes strong organizational skills, interpersonal communication, and a proactive, customer-focused mindset in a supportive insurance-office environment.