Receptionist & Sales Support - Insurance Team

David Linder - State Farm Agent; DeWitt (IA); On-site; USD 2,066,000 - 2,755,000; Full time

Job summary

David Linder - State Farm Agent is seeking a friendly receptionist to join the team and provide outstanding client service in a fast-paced office environment. The role involves greeting visitors, managing calls and scheduling, maintaining customer records, and supporting sales conversations with clients while upholding accuracy and professionalism.

Ideal candidates are well organized, detail oriented, proficient with Microsoft Office and CRM systems, and comfortable multitasking across

Qualifications

• Excellent communication and interpersonal skills are required.
• Strong organizational abilities and attention to detail are essential.
• Comfortable engaging in sales conversations with clients.

Responsibilities

• Greet clients 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 sales conversations with prospective and existing clients, identifying opportunities to offer insurance solutions.
• Provide excellent customer service and follow up on client needs.
• Support the team with various administrative tasks and projects.

Skills

Communication

Interpersonal skills

Organizational skills

Multitasking

Sales conversations

Tools

Microsoft Office

CRM systems

Job description

David Linder - State Farm Agent is seeking a friendly receptionist to join the team and provide outstanding client service in a fast-paced office environment. The role involves greeting visitors, managing calls and scheduling, maintaining customer records, and supporting sales conversations with clients while upholding accuracy and professionalism.

Ideal candidates are well organized, detail oriented, proficient with Microsoft Office and CRM systems, and comfortable multitasking across