Front Desk Assistant (Sales Support Focus)

Overview

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 agency—and expected to convert that touchpoint into a qualified opportunity for Sales or Service.

Work Schedule

Mon-Fri Schedule

Requirements

• Career Growth Opportunities
• 1–3 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)

Responsibilities

• 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
• 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
• 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
• 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 /
• Data Accuracy: Clean and complete CRM entries (no gaps)
• Support to Production: Direct impact on team’s Premium & SPL output

Location

13099 S Cleveland Ave #310, Fort Myers, FL, USA, Fort Myers,FL,33907,US

About the Company

Culbertson Agency Inc. is a dynamic force in the insurance industry, dedicated to securing futures with unparalleled expertise. Our energetic, professional team thrives on innovation and client success. Join us to contribute to a vibrant culture where growth and impact are paramount.