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Jessica Trias Insurance and Financial Services

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Account Representative Receptionist

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Receptionist - State Farm Agent Team Member

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.


BENEFITS:


  • License reimbursement
  • Health insurance Reimbursement
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Simple IRA
  • Supplemental Health
  • Group Life Insurance



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