Receptionist - State Farm Agent Team Member

Katiechase; Rohnert Park (CA); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

Bonus based on performance

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

Katiechase in Rohnert Park, CA is hiring a Receptionist to provide exceptional service and support to customers. The role involves greeting clients, managing schedules, and assisting with inquiries.

The ideal candidate is organized, skilled in communication, and has a background in customer service. This position provides opportunities for advancement in the insurance industry and comes with various benefits including health and dental insurance.

Qualifications

• Previous experience in a receptionist or customer service role.
• Comfortable with engaging 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 and existing customers.
• Provide excellent customer service and follow up on customer needs.
• Support the team with various administrative tasks and projects.

Skills

Communication and interpersonal skills

Organizational and multitasking abilities

Basic computer skills, including Microsoft Office

Bilingual (Spanish) preferred

Job description

Benefits:

• Bonus based on performance
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

Role Description:

Katie Chase Insurance & Financial Services, Inc. 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.
• Bilingual (Spanish) preferred