Receptionist - State Farm Agent Team Member

Traci-Plemons---State-Farm-Agent; Waco (TX); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Flexible schedule

Job summary

Plemons Ins & Fin Srvcs in Texas is seeking a friendly receptionist/customer care representative to join our team. You will greet clients, manage appointments, and help maintain records.

The ideal candidate is organized, detail-oriented and comfortable engaging in sales conversations to identify insurance options, while delivering excellent service and supporting the team with admin tasks.

Qualifications

• Previous experience in a receptionist or customer service role.
• Strong communication and interpersonal skills.
• Excellent organizational and multitasking abilities.
• Comfortable with engaging in sales conversations.
• Basic computer skills 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 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

Organizational skills

Multitasking

Sales conversations

Tools

CRM systems

Microsoft Office

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. 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 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.