Receptionist - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• License Paid by Agency
• Simple IRA
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:
Our agency opened in 2018 and has grown to a strong team of six. We offer an IRA match and PTO, and were proud of the growth-focused culture that defines our office.

When bringing on new team members, I look for people who are organized, respectful, goal oriented, and have a strong sense of urgency individuals who thrive in an environment thats always looking to improve and move forward.

Were also deeply involved in our community and take part in a variety of local events and partnerships. If youre someone who values growth, teamwork, and making an impact, this could be the perfect place to build your career.

ROLE DESCRIPTION:
Isabel Degollado - 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 clients and visitors, assist with check-in, and direct them to the appropriate team member.
• Answer incoming calls, provide basic information, schedule appointments, and route inquiries as needed.
• Maintain accurate client records, notes, and communications within the agency CRM.
• Collect, organize, scan, and process documents to support policy changes, applications, and service requests.
• Accept and process payments, issue receipts, and maintain accurate payment records.
• Assist clients with basic account needs, including online account registration and document collection.
• Support the team with administrative tasks, filing, and maintaining a professional reception area.
• Handle sensitive client information with confidentiality and professionalism.

QUALIFICATIONS:

• Strong customer service and phone communication skills.
• Detail-oriented with accurate data entry abilities.
• Comfortable using computers, CRM systems, and office software.
• Ability to manage multiple tasks in a fast-paced environment.
• Professional written and verbal communication skills.
• Insurance industry experience is a plus, but not required; training will be provided.