J.R. Orenstein Agency Inc · 1 month ago
Receptionist Bilingual Spanish
J.R. Orenstein Agency Inc is one of the top-performing State Farm agencies in the country, seeking a polished, people-first Front Desk Receptionist. The role involves managing phones and lobby experience, scheduling appointments, and performing light administrative tasks while providing excellent customer service.
Insurance
Responsibilities
Own the first impression: Greet visitors, answer and route calls quickly and warmly; capture accurate messages
Calendar & coordination: Schedule and confirm Insurance & Financial Reviews and other appointments; manage reminders and reschedules
Call flow excellence: Keep missed calls low; return voicemails promptly; complete warm transfers to sales/service
Customer support: Process payments, issue ID cards, share policy docs, and funnel service requests to the right teammate
Admin & organization: Scan/upload documents, manage incoming/outgoing mail, maintain a tidy lobby, and keep supplies stocked
CRM hygiene: Log every interaction with clear notes and next steps; follow up as needed
Reputation lift: Ask happy customers for Google reviews and send the review link via text/email
Team assist: Support service/sales with simple follow-ups, document requests, and status checks
Qualification
Required
Bilingual English/Spanish required
Excellent phone etiquette, clear written/verbal communication, and professional presence
Fast, accurate multitasker with strong attention to detail; dependable and punctual
Comfortable with computers/CRMs, email, scanning; typing :45+ WPM
Able to work on-site in Great Neck, NY, Monday–Thursday 9am-6pm, Friday 9am-5pm
Highly Motivated: You thrive when working towards goals and are driven to achieve success
Ambitious: You have a strong desire to grow and excel in your career
Action-Oriented: You focus on getting things done and making things happen
Tech-Savvy: You're quick with computers, adaptable to new software, and efficient in managing data and processing information
Benefits
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Employee discounts
Opportunity for advancement
Paid time off
Training & development
Tuition assistance
Company
J.R. Orenstein Agency Inc
The J.R. Orenstein Agency specializes in providing insurance and financial planning to residents of New York.
Funding
Current Stage
Early StageCompany data provided by crunchbase