Receptionist

• Greet customers warmly in person and over the phone, directing them to the appropriate team members.
• Answer incoming calls, respond to general inquiries, and manage office communications.
• Schedule appointments and maintain an organized calendar.
• Maintain accurate customer records and assist with administrative duties.
• Identify opportunities to connect customers with insurance products and services.
• Provide excellent customer service and follow up on customer needs.
• Support the team with daily office tasks and special projects.
• Help maintain a professional, welcoming, and organized office environment.

• Previous experience in reception, customer service, or an administrative role preferred.
• Strong communication and interpersonal skills.
• Excellent organizational skills and attention to detail.
• Ability to multitask and prioritize responsibilities in a busy office.
• Comfortable speaking with customers and participating in sales-related conversations.
• Basic computer skills, including Microsoft Office and customer relationship management (CRM) systems.
• Positive attitude, willingness to learn, and a team-oriented mindset.