ROLE DESCRIPTION :
Jason Marquardt State Farm is a leading insurance agency in Menomonee Falls, WI dedicated to providing exceptional service to our clients.
We are currently seeking a dynamic individual to join our team as a receptionist aka : first impression specialist.
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 clients 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 sales conversations with prospective and existing clients, identifying opportunities to offer insurance solutions.
- Provide excellent customer service and follow up on client needs.
- Support the team with various administrative tasks and projects.
Qualifications :
- Previous experience in a receptionist or customer service role.
- Excellent communication and interpersonal skills.
- Strong organizational and multitasking abilities.
- Comfortable with engaging in sales conversations.
- Basic computer skills, including Microsoft Office and CRM systems.
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