Client Concierge & Insurance Support Specialist

Steven Paddock - State Farm Agent; Oak Creek (WI); On-site; USD 26,000 - 36,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Steven Paddock - State Farm Agent is seeking a Receptionist - State Farm Agent Team Member. The ideal candidate will be highly organized, detail-oriented, and eager to learn within the insurance industry.

This role involves greeting customers, handling inquiries, and supporting the team with administrative tasks while exploring opportunities to discuss insurance options. The position emphasizes strong communication, reliable scheduling, and friendly customer service in a fast-paced environment

Qualifications

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

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.

Skills

Communication skills

Interpersonal skills

Organizational skills

Multitasking

Tools

CRM systems

Microsoft Office

Job description

Steven Paddock - State Farm Agent is seeking a Receptionist - State Farm Agent Team Member. The ideal candidate will be highly organized, detail-oriented, and eager to learn within the insurance industry.

This role involves greeting customers, handling inquiries, and supporting the team with administrative tasks while exploring opportunities to discuss insurance options. The position emphasizes strong communication, reliable scheduling, and friendly customer service in a fast-paced environment