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Job Overview
Employment Type
Hourly
Compensation
Hourly
Exact $30.00
Work Schedule
Flexible
Benefits
flexible schedule
Opportunity for advancement
Training and Development
Job Description
Mathis Insurance and Financial Services Inc is a reputable and well-established insurance agency dedicated to providing comprehensive insurance and financial services tailored to our customers' unique needs. Located in Vacaville, CA, our agency operates with a customer-first mindset, focusing on helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. As a second-generation State Farm agent, our office represents the core values of integrity, service, and community involvement that have enabled us to build strong, lasting relationships with our clients. We offer a wide range of insurance and financial products, including auto insurance, home... Show More
Job Requirements
- High school diploma or equivalent
- Previous experience in receptionist or customer service roles
- Strong communication skills
- Ability to multitask and stay organized
- Basic computer proficiency including Microsoft Office and CRM
- Comfortable with customer interaction and sales
Job 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
Job Duties
- 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
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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