Front Desk Assistant (Sales Support Focus)

Culbertson Agency Inc.

Job Description

This is not a traditional front desk role. The Front Desk Assistant is a critical revenue support function responsible for managing inbound opportunities, optimizing client flow, and ensuring zero leakage across leads, calls, and walk-ins.

You will be the first touchpoint of the agencyand expected to convert that touchpoint into a qualified opportunity for Sales or Service.

Benefits

Mon-Fri Schedule

Career Growth Opportunities

Responsibilities

Revenue & Lead Management

Capture, qualify, and route 100% of inbound calls, walk-ins, and inquiries

Ensure zero missed opportunities by logging and assigning all leads in real-time

Pre-qualify prospects and route to appropriate producers for maximum close rate

Support follow-ups on quotes, pending policies, and documentation

Front Office Execution

Maintain a high-energy, professional client experience at all times

Manage appointment flow and minimize agent downtime

Act as a traffic controller between Sales, Service, and clients

Pipeline & Data Discipline

Accurately update CRM/eAgent with all interactions

Track daily activity metrics (calls handled, leads captured, appointments set)

Assist in pulling reports for pipeline visibility and accountability

Sales Team Enablement

Support Sales team in hitting monthly premium and SPL targets

Help drive Life lead flow and cross-sell opportunities

Ensure all inbound opportunities are maximized for multi-line potential

KPIs & Performance Expectations

Lead Capture Rate: 100% of inbound opportunities logged and assigned

Call Handling Efficiency: Speed, accuracy, and conversion-focused routing

Appointment Conversion: % of inquiries converted into scheduled consultations

Response Time: Immediate routing / <5 min turnaround for internal assignment

Data Accuracy: Clean and complete CRM entries (no gaps)

Support to Production: Direct impact on teams Premium & SPL output

Requirements

13 years in customer-facing / sales support / front desk role

Strong communication skills with a sales mindset

Ability to multitask in a high-volume, performance-driven environment

Tech-savvy (CRM systems, Microsoft Office, call handling tools)

High level of ownership, urgency, and attention to detail

Preferred

Insurance agency experience (Allstate / brokered environment a plus)

Familiarity with eAgent, Lead Manager, or similar systems

Florida 4-40 or 2-20 license (or willingness to obtain)

Apply

Vacancy posted 13 days ago

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