This is not a traditional front desk role. The Front Desk Assistant is a critical revenue support function responsible for managing inbound opportunities, optimizing client flow, and ensuring zero leakage across leads, calls, and walk-ins.
You will be the first touchpoint of the agencyand expected to convert that touchpoint into a qualified opportunity for Sales or Service.
Mon-Fri Schedule
Career Growth Opportunities
Responsibilities
Revenue & Lead Management
Capture, qualify, and route 100% of inbound calls, walk-ins, and inquiries
Ensure zero missed opportunities by logging and assigning all leads in real-time
Pre-qualify prospects and route to appropriate producers for maximum close rate
Support follow-ups on quotes, pending policies, and documentation
Front Office Execution
Maintain a high-energy, professional client experience at all times
Manage appointment flow and minimize agent downtime
Act as a traffic controller between Sales, Service, and clients
Pipeline & Data Discipline
Accurately update CRM/eAgent with all interactions
Track daily activity metrics (calls handled, leads captured, appointments set)
Assist in pulling reports for pipeline visibility and accountability
Sales Team Enablement
Support Sales team in hitting monthly premium and SPL targets
Help drive Life lead flow and cross-sell opportunities
Ensure all inbound opportunities are maximized for multi-line potential
KPIs & Performance Expectations
Lead Capture Rate: 100% of inbound opportunities logged and assigned
Call Handling Efficiency: Speed, accuracy, and conversion-focused routing
Appointment Conversion: % of inquiries converted into scheduled consultations
Response Time: Immediate routing / <5 min turnaround for internal assignment
Data Accuracy: Clean and complete CRM entries (no gaps)
Support to Production: Direct impact on teams Premium & SPL output
13 years in customer-facing / sales support / front desk role
Strong communication skills with a sales mindset
Ability to multitask in a high-volume, performance-driven environment
Tech-savvy (CRM systems, Microsoft Office, call handling tools)
High level of ownership, urgency, and attention to detail
Preferred
Insurance agency experience (Allstate / brokered environment a plus)
Familiarity with eAgent, Lead Manager, or similar systems
Florida 4-40 or 2-20 license (or willingness to obtain)