Receptionist & Client Services Coordinator (Insurance)

Pattonagency

Town of Texas (WI)

On-site

USD 35,000 - 45,000

Full time

14 days+
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Benefits offered by this job

Simple IRA
Bonus based on performance
Health insurance
Opportunity for advancement
Paid time off

Job summary

An established industry player is seeking a dedicated Receptionist to join a dynamic insurance agency team. In this full-time role, you will play a vital part in creating a welcoming environment for clients, managing communications, and supporting the team with various administrative tasks. Your organizational skills and ability to engage in sales conversations will be key to your success. This position offers a chance to grow within the insurance industry while providing exceptional customer service. If you are detail-oriented and eager to contribute to a positive workplace, this opportunity is perfect for you.

Qualifications

  • Previous experience as a receptionist or in customer service is required.
  • Strong communication and organizational skills are essential.

Responsibilities

  • Greet clients and manage appointment scheduling.
  • Assist with customer inquiries and maintain records.
  • Engage in sales conversations with clients.

Skills

Customer Service
Communication Skills
Organizational Skills
Sales Skills
Multitasking

Education

High School Diploma

Tools

Microsoft Office
CRM Systems

Job description

An established industry player is seeking a dedicated Receptionist to join a dynamic insurance agency team. In this full-time role, you will play a vital part in creating a welcoming environment for clients, managing communications, and supporting the team with various administrative tasks. Your organizational skills and ability to engage in sales conversations will be key to your success. This position offers a chance to grow within the insurance industry while providing exceptional customer service. If you are detail-oriented and eager to contribute to a positive workplace, this opportunity is perfect for you.
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