Benefits:
- Opportunity for advancement
- Training & development
- Wellness resources
ROLE DESCRIPTION:
Susan Collins state Farm 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/office assistant. 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.
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 customer's needs.
- Support the team with various administrative tasks and projects.
1. Minimum Qualifications
- High school diploma or GED required.
- Previous receptionist, administrative, or customer service experience preferred.
- Excellent verbal and written communication skills.
- Professional, friendly, and welcoming personality.
- Strong organizational and multitasking abilities.
- Proficiency with computers, Microsoft Office, email, and scheduling systems.
- Ability to answer multiple phone lines and direct calls appropriately.
- Strong attention to detail and accuracy.
- Ability to handle confidential customer information.
- Dependable attendance, punctuality, and professional appearance.
2. Preferred Qualifications
- Previous experience in an insurance agency, financial services office, or professional customer service environment.
- Familiarity with insurance terminology, including auto, home, renters, and life insurance.
- Ability to identify customer needs and refer potential sales opportunities to licensed team members.
- Experience scheduling appointments and managing customer follow-ups.
- Ability to handle difficult customer situations calmly and professionally.
- Bilingual English/Spanish communication skills are a plus.
- Willingness to learn State Farm agency systems and procedures.
- Licensed or willing to obtain 4-40 customer service license