Customer Relations Representative - State Farm Agent Team Member

Rick Mottern; Marietta (GA); On-site; USD 30,000 - 42,000; Full time

Benefits offered by this job

Paid time off

Health insurance

Vision insurance

Dental insurance

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Training & development

Opportunity for advancement

Job summary

Rick Mottern is seeking a receptionist to warmly greet visitors, manage appointments, and handle inquiries in a fast-paced insurance office. The role emphasizes accurate record-keeping, CRM use, and clear communication with clients and team members.

Ideal candidates have experience in customer service, strong interpersonal skills, and comfort with sales conversations. Proficiency with Microsoft Office and CRM systems is expected, and bilingual Spanish/English is preferred to assist a diverse

Qualifications

• Previous experience in a receptionist or customer service role.
• Strong communication and interpersonal skills.
• Excellent organization and multitasking abilities.
• Comfortable engaging in sales conversations.
• Basic computer skills including Microsoft Office and CRM systems.
• Bi-lingual in Spanish/English preferred.

Responsibilities

• Greet customers in person and over the phone and direct to appropriate team members.
• Schedule appointments and manage office communications.
• Assist with inquiries and maintain customer records.
• Discuss insurance options with prospective and existing customers.
• Provide excellent customer service and follow up on needs.
• Support the team with administrative tasks and projects.

Skills

Customer service

Communication

Organization

Sales conversations

Microsoft Office

CRM systems

Bilingual Spanish/English

Tools

Microsoft Office

CRM systems

Job description

Benefits:

• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Health insurance
• Vision insurance
• 401(k)
• 401(k) matching
• Dental insurance

BOUT OUR AGENCY:

Our agency opened in 2010 and has grown into a high-performing team across two locations. Our office culture is energetic, supportive, and growth-driven. I’m passionate about developing team members and helping them achieve their goals. We’re looking for someone who is outgoing, proactive, and not afraid to ask questions - someone who is positive, coachable, and goal-oriented, with strong communication skills and a desire to grow both personally and professionally.

ROLE DESCRIPTION:

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

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.

QUALIFICATIONS:

• Previous experience in a receptionist or customer service role.
• Communication and interpersonal skills.
• Organizational and multitasking abilities.
• Comfortable with engaging in sales conversations.
• Basic computer skills, including Microsoft Office and CRM systems.
• Bi-Lingual in Spanish/English is preferred.