Receptionist & Insurance Services Associate - Flex Schedule

Juliebass; Monona (WI); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

License Reimbursement

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Juliebass, a State Farm Agent in Monona, Wisconsin, is looking for a Receptionist to join their team. The ideal candidate should be organized and detail-oriented, delivering exceptional service to customers. Responsibilities include greeting customers, managing appointments, and supporting the team with administrative tasks.

This position offers various benefits such as license reimbursement, health insurance, and opportunities for advancement. If you enjoy working in a supportive environment and wish to grow within the insurance industry, we encourage you to apply.

Qualifications

• Previous experience in a receptionist or customer service role.
• Strong communication and organizational skills.
• Ability to engage with customers in sales conversations.

Responsibilities

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

Skills

Communication and interpersonal skills

Organizational abilities

Multitasking abilities

Comfortable with engaging in sales conversations

Basic computer skills (Microsoft Office, CRM systems)

Job description

Benefits:

• License Reimbursement
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION:
Julie Bass - 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.