Tools
CRM
Methods
Revenue operations
Role signals
SalesCustomer support
About this role
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
- Retirement Plan (401k, IRA)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Training & Development