Receptionist - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Flexible schedule
• Opportunity for advancement
• Training & development
• Bonus based on performance
• Competitive salary
• Paid time off

ABOUT OUR AGENCY:
Our office culture is the cornerstone of our success, with a dynamic and enjoyable work environment where we prioritize hiring individuals who bring positive energy and contribute to our team's collective greatness. Our dedicated team of 6 full-time and 6 part-time agency members combines over 100 years of collective insurance experience and we strive to create a work environment that feels like family.

Brian, our agency leader, is a long-time resident of Southeastern Wisconsin, and has served the Brookfield, WI area and neighboring communities as a trusted State Farm Agent since 2003. With a Bachelor of Business Administration from the University of Wisconsin-Milwaukee and professional designations of CLU and ChFC, he brings a deep understanding of insurance and financial services. 

We’re looking for someone who wants more than just a job. If you’re motivated by purpose, value teamwork, and want to make a positive impact—we’d love to meet you!

ROLE DESCRIPTION:
Brian Brecklin - State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual to join our team as a Receptionist - State Farm Agent Team Member.

Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team.

 
RESPONSIBILITIES:  

• Greet customers warmly in person and over the phone, directing them to the appropriate team members.
• Manage appointment scheduling and office communications.
• Assist in handling incoming inquiries and maintaining customer records.
• Engage in conversations with prospective and existing customers, identifying opportunities to offer insurance options.
• Provide excellent customer service and follow up on customers needs.
• Support the team with various administrative tasks and projects.

QUALIFICATIONS:  

• Previous experience in a receptionist or customer service role.
• Communication and interpersonal skills.
• Organizational and multitasking abilities.
• Comfortable with engaging in sales conversations.
• Basic computer skills, including Microsoft Office and CRM systems.