Client Services Receptionist – Insurance Support

Kyle Fadeley - State Farm Agent; Charlotte (NC); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Health insurance

Paid time off

Training & development

Bonus based on performance

Competitive salary

Opportunity for advancement

Job summary

Kyle Fadeley - State Farm Agent is seeking a Receptionist to join their team in Charlotte. The role focuses on greeting clients, handling calls, scheduling, and maintaining client records while identifying opportunities to discuss insurance options.

The ideal candidate will be organized, detail-oriented, and capable of delivering friendly, professional service in a team-driven environment. Local candidates preferred.

Qualifications

• Previous experience in a receptionist or customer service role.
• Clear communication and interpersonal skills.
• Strong organizational and multitasking abilities; comfortable with 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 with prospective and existing customers to identify opportunities for insurance options.
• Provide excellent customer service and follow up on customers needs.
• Support the team with administrative tasks and projects.

Skills

Receptionist experience

Communication skills

Organizational skills

Sales conversations

CRM familiarity

Microsoft Office

Tools

CRM systems

Microsoft Office

Job description

Kyle Fadeley - State Farm Agent is seeking a Receptionist to join their team in Charlotte. The role focuses on greeting clients, handling calls, scheduling, and maintaining client records while identifying opportunities to discuss insurance options.

The ideal candidate will be organized, detail-oriented, and capable of delivering friendly, professional service in a team-driven environment. Local candidates preferred.