Client Concierge & Insurance Support — Training & Growth

John Jensen - State Farm Agent; Waunakee (WI); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Benefit Stipend

Simple IRA with matching

Opportunity for advancement

Paid time off

Wellness resources

Job summary

John Jensen State Farm in Waunakee, WI is seeking a friendly receptionist who will greet customers, answer phones, and keep the office running smoothly. You'll build relationships with customers and become a trusted resource during life's major moments.

No prior insurance experience required. If you enjoy helping people, staying organized, and taking initiative, this role offers training, licensing support, and opportunities for advancement within a close-knit team.

Qualifications

• Insurance experience isn't required.
• Customer-focused mindset with a willingness to learn.
• Ability to greet customers and handle multiple tasks smoothly.

Responsibilities

• Welcome customers in person and over the phone with professionalism and warmth.
• Answer questions, schedule appointments, and direct customers to the right team member.
• Assist customers with policy changes, billing questions, claims support, and general service needs.
• Process policy updates accurately and maintain detailed customer records.
• Build lasting relationships by getting to know our customers and providing outstanding service.
• Recognize when customers may benefit from reviewing their insurance and help connect them with the appropriate team member.
• Help keep the office organized and ensure every customer has an exceptional experience.

Skills

Outgoing

Professional communication

Organizational skills

Curiosity

Initiative

Coachability

Customer service

Job description

John Jensen State Farm in Waunakee, WI is seeking a friendly receptionist who will greet customers, answer phones, and keep the office running smoothly. You'll build relationships with customers and become a trusted resource during life's major moments.

No prior insurance experience required. If you enjoy helping people, staying organized, and taking initiative, this role offers training, licensing support, and opportunities for advancement within a close-knit team.