Account Representative Receptionist
Jessica Trias Insurance and Financial Services, Inc.
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 reimbursementHealth insurance ReimbursementOpportunity for advancementPaid time offTraining & developmentSimple IRASupplemental HealthGroup Life Insurance
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