Receptionist - State Farm Agent Team Member

Insurewithtraci; Waco (TX); On-site; USD 30,000 - 42,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Flexible schedule

Job summary

Plemons Ins & Fin Srvcs is seeking a receptionst/customer care representative to join our team. The role focuses on greeting customers, scheduling, and maintaining records to ensure smooth daily operations.

Ideal candidates are organized, detail-oriented, and eager to contribute to a positive workplace, with a willingness to engage in sales conversations and support team tasks as needed.

Qualifications

• Previous experience in a receptionist or customer service role.
• Strong communication and interpersonal abilities.
• Excellent organizational and multitasking capabilities.
• Comfortable engaging in sales conversations with customers.
• Basic computer proficiency including 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 with prospective and existing customers to identify insurance options.
• Provide excellent customer service and follow up on customer needs.
• Support the team with administrative tasks and projects.

Skills

Communication skills

Interpersonal skills

Organizational skills

Sales conversations

Multitasking

Tools

Microsoft Office

CRM systems

Job description

Benefits

• Opportunity for advancement
• Paid time off
• Training & development
• Flexible schedule

ROLE DESCRIPTION

Plemons Ins & Fin Srvcs 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 receptionst/customer care representative.

Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace.

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.