Receptionist - State Farm Agent Team Member

Pamleonard Williams; Clearwater (FL); On-site; USD 29,000 - 40,000; Full time

Benefits offered by this job

401(k) matching

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Free food & snacks

Job summary

Pam Leonard-Williams Insurance Agency is seeking a receptionist to greet customers, manage appointments, and support office communications. The ideal candidate is organized, detail-oriented, and eager to learn in the insurance industry.

Responsibilities include assisting inquiries, maintaining customer records, and engaging with clients to offer suitable insurance options. Strong communication and multitasking skills are essential, along with basic computer proficiency and CRM usage.

Qualifications

• Experience in receptionist or customer service role.
• Strong communication and interpersonal skills.
• Organizational and multitasking abilities.
• Comfortable with sales conversations.
• Proficient with Microsoft Office and CRM systems.

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.

Skills

Customer service

Communication

Interpersonal skills

Organizational skills

Sales conversations

Multitasking

Tools

Microsoft Office

CRM systems

Job description

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance
• Free food & snacks

ROLE DESCRIPTION:

Pam Leonard-Williams Insurance Agency 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. 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.

As an Agent Team Member, you will receive.

• Salary plus commission/bonus
• Health and life insurance benefits
• 401K
• Paid time off and Holidays
• Growth potential and opportunity for advancement
• Hours are Monday - Friday 8:30am - 5:00pm
• Monthly team bonding activities and Annual Retreats