Insurance Team Associate

2 days ago


Santa Barbara, California, United States Tammy Dobrotin - State Farm Agent Full time
About the Role

We are seeking a highly organized and detail-oriented Receptionist to join our team at Tammy Dobrotin - State Farm Agent. As a key member of our office, you will be responsible for providing exceptional service to our clients, greeting them warmly, and directing them to the appropriate team members.

Key Responsibilities
  • Manage appointment scheduling and office communications to ensure seamless interactions with clients and team members.
  • Assist in handling incoming inquiries and maintaining accurate customer records to support efficient communication and follow-up.
  • Engage in sales conversations with prospective and existing clients to identify opportunities for insurance solutions, utilizing your excellent communication and interpersonal skills.
  • Provide top-notch customer service by responding promptly to client needs and ensuring their satisfaction.
Requirements
  • Prior experience in a receptionist or customer service role, with a strong focus on delivering exceptional service.
  • Strong organizational and multitasking abilities, with a keen eye for detail and ability to prioritize tasks effectively.
  • A comfort level with engaging in sales conversations, supported by basic computer skills, including Microsoft Office and CRM systems.

We offer a competitive salary, estimated at $40,000 - $55,000 annually, depending on location and experience. Our benefits package includes a Simple IRA, bonus opportunities based on performance, health insurance, paid time off, training & development opportunities, and flexible schedule options. If you're a motivated and results-driven individual who thrives in a fast-paced environment, we encourage you to apply for this exciting opportunity.



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