Front Desk Assistant (Sales Support Focus)

Job DescriptionThis 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.BenefitsMon-Fri ScheduleCareer Growth OpportunitiesResponsibilitiesRevenue & Lead ManagementCapture, qualify, and route 100% of inbound calls, walk-ins, and inquiriesEnsure zero missed opportunities by logging and assigning all leads in real-timePre-qualify prospects and route to appropriate producers for maximum close rateSupport follow-ups on quotes, pending policies, and documentationFront Office ExecutionMaintain a high-energy, professional client experience at all timesManage appointment flow and minimize agent downtimeAct as a traffic controller between Sales, Service, and clientsPipeline & Data DisciplineAccurately update CRM/eAgent with all interactionsTrack daily activity metrics (calls handled, leads captured, appointments set)Assist in pulling reports for pipeline visibility and accountabilitySales Team EnablementSupport Sales team in hitting monthly premium and SPL targetsHelp drive Life lead flow and cross-sell opportunitiesEnsure all inbound opportunities are maximized for multi-line potentialKPIs & Performance ExpectationsLead Capture Rate: 100% of inbound opportunities logged and assignedCall Handling Efficiency: Speed, accuracy, and conversion-focused routingAppointment Conversion: % of inquiries converted into scheduled consultationsResponse Time: Immediate routing / <5 min turnaround for internal assignmentData Accuracy: Clean and complete CRM entries (no gaps)Support to Production: Direct impact on team’s Premium & SPL outputRequirements1–3 years in customer-facing / sales support / front desk roleStrong communication skills with a sales mindsetAbility to multitask in a high-volume, performance-driven environmentTech-savvy (CRM systems, Microsoft Office, call handling tools)High level of ownership, urgency, and attention to detailPreferredInsurance agency experience (Allstate / brokered environment a plus)Familiarity with eAgent, Lead Manager, or similar systemsFlorida 4-40 or 2-20 license (or willingness to obtain)Company DescriptionCulbertson 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.