Bilingual Receptionist: Client Service & Insurance Support

Spencer Oliver - State Farm Agent; Anaheim (CA); On-site; USD 32,000 - 42,000; Full time

Job summary

Spencer Oliver State Farm is seeking a friendly, bilingual receptionist to support client service and front desk operations in Anaheim, CA. The role emphasizes welcoming customers, handling inquiries, and identifying insurance opportunities while maintaining accurate records.

The ideal candidate is organized, detail-oriented, and eager to learn and grow within the insurance field, with comfort in sales conversations and using Microsoft Office and CRM systems.

Qualifications

• Must be bilingual in Spanish and English with strong communication skills.
• Experience in receptionist or front-desk/customer-service roles.
• Solid organizational and multitasking abilities.

Responsibilities

• Billing and payments with multiple customers.
• Handle 40–60 inbound calls daily; assist with payment issues.
• Greet customers in person and over the phone; direct them to teams.
• Manage appointment scheduling and office communications.
• Assist with inquiries and maintain customer records.
• Engage in conversations about insurance options with prospects and existing customers.
• Provide excellent customer service and follow up on needs.
• Support the team with administrative tasks and projects.
• Ambitions to become a licensed team member.

Skills

Bilingual Spanish-English

Receptionist experience

Communication skills

Organizational skills

CRM & MS Office

Tools

Microsoft Office

CRM systems

Job description

Spencer Oliver State Farm is seeking a friendly, bilingual receptionist to support client service and front desk operations in Anaheim, CA. The role emphasizes welcoming customers, handling inquiries, and identifying insurance opportunities while maintaining accurate records.

The ideal candidate is organized, detail-oriented, and eager to learn and grow within the insurance field, with comfort in sales conversations and using Microsoft Office and CRM systems.