Customer Service Representative - State Farm Agent Team Member

Timothy-Tinaza---State-Farm-Agent; Montrose (CO); On-site; USD 36,000 - 48,000; Full time

Job summary

State Farm is seeking a Receptionist to join our team in Colorado. The role focuses on greeting customers, managing appointments, and handling inquiries while maintaining accurate customer records in our CRM system.

The ideal candidate is organized, customer-focused, and capable of engaging in sales conversations to offer insurance options. This position supports a positive, productive office environment and contributes to team success.

Qualifications

• Experience as a receptionist or in customer service.
• Strong communication and interpersonal abilities.
• Excellent organizational and multitasking skills.
• Comfortable with sales conversations.
• Basic computer skills including CRM and MS Office.

Responsibilities

• Greet customers in person and over the phone.
• Manage appointment scheduling and office communications.
• Assist in handling inquiries and maintaining customer records.
• Engage with customers to identify insurance options.
• Provide excellent customer service and follow up on needs.
• Support the team with administrative tasks and projects.

Skills

Receptionist experience

Customer service

Communication skills

Organizational skills

Sales conversations

CRM systems

Microsoft Office

Tools

CRM systems

Microsoft Office

Job description

ROLE DESCRIPTION: State Farm

is a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual to join our team as a Receptionist.

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, we invite you to apply and become a valued member of our team.

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.