Front Desk Assistant; Sales Support Focus

Job Description

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.

• Mon-Fri Schedule
• Career Growth Opportunities

• 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

• 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 /