Receptionist & Client Success Associate

Mike Potter - State Farm Agent; Boca Raton (FL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

License reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k) matching

Bonus based on performance

Competitive salary

Job summary

Mike Potter - State Farm Agent is seeking a motivated Receptionist to join a team dedicated to delivering exceptional service. The role focuses on greeting clients, managing appointments, and handling inquiries while identifying opportunities to offer insurance options.

The ideal candidate will be organized, customer-focused, and comfortable with sales conversations, contributing to a positive and productive workplace. This is a receptionist/office support role within a State Farm Agent team.

Qualifications

• Previous experience in a receptionist or customer service role.
• Strong communication and interpersonal skills.
• Highly organized with multitasking abilities.
• Willingness to engage in sales conversations.
• Proficient with Microsoft Office and CRM systems.

Responsibilities

• Greet customers 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

Receptionist experience

Customer service

Communication

Interpersonal skills

Organization

Multitasking

Sales conversations

Tools

Microsoft Office

CRM systems

Job description

Mike Potter - State Farm Agent is seeking a motivated Receptionist to join a team dedicated to delivering exceptional service. The role focuses on greeting clients, managing appointments, and handling inquiries while identifying opportunities to offer insurance options.

The ideal candidate will be organized, customer-focused, and comfortable with sales conversations, contributing to a positive and productive workplace. This is a receptionist/office support role within a State Farm Agent team.