Jessica Trias Insurance and Financial Services, Inc. Account Representative Receptionist Gastonia, NC · Full time Company website

Apply for Account Representative Receptionist

Hi, welcome to the Jessica Trias State Farm Agency! We love being your local insurance resource! As a small business owner in Gastonia, NC, taking care of your insurance and financial needs means so much to us. Please give us a call to review your current coverage. Hello FALL! We know how busy the days can get so we offer virtual meetings to review your coverages, so you don’t have to miss any holiday activities! We serve the entire states of North Carolina and South Carolina. Our office focuses on those relocating to Gaston, Mecklenburg, Cleveland, Lincoln, and York counties. Locally, we serve the cities of Gastonia, Kings Mountain, Mount Holly, Lincolnton, Lowell, Denver, Charlotte, Shelby, Huntersville, Cornelius, Clover, Ft. Mill, and Rock Hill. We offer car insurance, home insurance, life and health insurance, and so much more! We offer notary public services. Some fun facts about the agent Jessica Trias! She went to University of Central Florida and Saint Leo University in Florida. Jessica is married, has two children, and three crazy dogs. A black lab named Caiman, a rescue lab mix named Skye, and a French Bulldog named Groot. While coming to the office, you will notice a love of plants throughout! Jessica has been in the insurance industry since 2002 and originally started her insurance career with State Farm. Her and her family relocated from Florida to North Carolina for the wonderful opportunity to open her own agency in January of 2019. Please contact us for a free quote on car insurance, home insurance, life insurance, business insurance and health insurance.

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 reimbursement
• Health insurance Reimbursement
• Opportunity for advancement
• Paid time off
• Training & development
• Simple IRA
• Supplemental Health
• Group Life Insurance