Front Desk Assistant (Sales Support Focus)

Front Desk Assistant (Sales Support Focus) Culbertson Agency Inc. Fort Myers, FL Job Details Full-time 8 hours ago Benefits Opportunities for advancement Qualifications CRM system proficiency Productivity software Full Job Description Job 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. Benefits Mon-Fri Schedule Career Growth Opportunities Requirements 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 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 /