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Receptionist - State Farm Agent Team Member

Dustin Sylvester State Farm Agent

Job DescriptionJob DescriptionBenefits: Disability insuranceLife insuranceLicense reimbursement, including study materialsBonus based on performanceCompetitive salaryFlexible scheduleHealth insuranceOpportunity for advancementPaid time offTraining & development About the Role: Sylvester Insurance is seeking a positive, energetic, and customer-focused Receptionist / Customer Experience Coordinator to be the first point of contact for our customers. This is more than a traditional receptionist position. We're looking for someone who enjoys helping people, thrives in a fast-paced environment, thinks independently, and takes ownership of customer needs. You'll play an important role in creating an excellent customer experience while identifying opportunities for our team to help customers with additional insurance and financial needs. No insurance license is required. What You'll Do Answer incoming calls and greet customers professionally and warmly.Listen, ask thoughtful questions, and determine the best next step for each customer.Assist with payments, basic billing questions, ID cards, documents, and other permitted service requests.Gather information for vehicle changes, new drivers, moves, claims, and insurance quotes.Recognize customer needs and opportunities for additional insurance and financial conversations.Schedule Insurance & Financial Reviews (IFRs), Life, IPS, and other customer appointments.Maintain accurate documentation, manage tasks, and ensure timely follow-up.Work closely with our Licensed Account Team, Sales Team, Billing Specialist, and agency leadership.Create and schedule engaging content for social media channels.What We're Looking For We believe skills can be taught, but attitude, character, and work ethic are essential. Our five core qualities are: 1. Positive Attitude — Approaches challenges with optimism, treats others respectfully, and contributes to a supportive team environment. 2. Strong Work Ethic — Takes initiative, stays productive, follows through, and takes ownership without constant supervision. 3. Coachability — Welcomes feedback, asks questions, practices new skills, and consistently works to improve. 4. Trustworthiness — Demonstrates honesty, accountability, integrity, and responsibility when handling customer information and commitments. 5. Independent Thinking & Problem Solving — Thinks critically, asks good questions, uses sound judgment, and knows when to act independently or seek assistance. Additional Qualities for Success Genuinely enjoys helping people and building relationships. Communicates naturally and listens to understand. Confidently asks questions and schedules appointments. Stays organized while managing multiple responsibilities. Pays close attention to details and documentation. Adapts quickly to changing priorities. Works effectively with others and contributes to team success. Is comfortable learning technology and working across multiple systems. Training & Development We provide structured training, hands-on practice, role-playing, and ongoing coaching. You'll develop skills in customer communication, agency operations, appointment setting, identifying opportunities, and providing excellent service. You won't be expected to know everything on Day 1, but you will be expected to learn, take initiative, apply feedback, and continually improve. Position Requirements No insurance license required. Strong verbal and written communication skills. Excellent organization and attention to detail. Comfortable using computers and learning new technology. Ability to multitask in a fast-paced office. Professionalism when handling difficult customer situations. Willingness to follow established procedures and participate in ongoing training. If you're a positive, hardworking, trustworthy person who enjoys helping others, solving problems, and being part of a team, we'd like to hear from you.

Vacancy posted 3 days ago
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