Insurance and Financial Services Position - State Farm Team Member

Insurancenorthcounty; California (MO); On-site; USD 23,419 - 33,062; Part time

Benefits offered by this job

401(k)

Bonus based on performance

Free food & snacks

Opportunity for advancement

Paid time off

Signing bonus

Team happy hours/events

Birthday celebrations

CalSavers retirement account

Job summary

Join a leading insurance agency as a receptionist in a part-time role that offers flexibility and growth opportunities. This dynamic position requires a highly organized and detail-oriented individual who thrives in a supportive environment. You'll be the welcoming face of the agency, greeting clients and managing communications while providing excellent customer service. With a focus on professional development, the agency empowers its team members to obtain their insurance licenses and offers a range of perks, including a sign-on bonus and a stocked break room. If you're eager to learn and contribute to a positive workplace, this is the perfect opportunity for you.

Qualifications

• Willing to obtain an insurance license to empower customer service.
• Excellent communication and organizational skills are essential.

Responsibilities

• Greet clients warmly and manage appointment scheduling.
• Assist with inquiries and maintain customer records.
• Support team with administrative tasks and projects.

Skills

Excellent communication skills

Interpersonal skills

Organizational abilities

Multitasking abilities

Sales conversation skills

Basic computer skills

Education

Insurance license (willing to obtain)

Tools

Microsoft Office

CRM systems

Job description

Part Time in Carlsbad, CA

• 401(k)
• Bonus based on performance
• Free food & snacks
• Opportunity for advancement
• Paid time off
• Signing bonus

ROLE DESCRIPTION

Alita Ameneyro Insurance Agency, Inc. is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team as a receptionist. 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.

Part-time and full-time positions available!

Check out our Instagram @insurancenorthcounty

Benefits

• Break room is always stocked with snacks and drinks
• PTO and sick time - because we all need a little work/life balance
• Team happy hours/events
• Birthday celebrations
• CalSavers retirement account

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.
• Identifying opportunities to offer insurance solutions.
• Provide excellent customer service and follow up on customer needs.
• Support the team with various administrative tasks and projects.
• Support the Agent in an administrative/assistant role.

Qualifications

• Be willing and able to obtain an insurance license – because we believe in empowering our team with the knowledge and expertise to best serve our customers.
• Excellent communication and interpersonal skills.
• Strong organizational and multitasking abilities.
• Comfortable with engaging in sales conversations.
• Basic computer skills, including Microsoft Office and CRM systems.

As a bonus, we're offering a sign-on bonus of up to $500 to help get you started on your licensing journey!

Compensation $17.00 - $24.00 per hour