Front Desk & Client Advisor — Insurance Agency Support

John Jensen - State Farm Agent; Waunakee (WI); On-site; USD 21,000 - 29,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

John Jensen - State Farm Agent is seeking a Receptionist - State Farm Agent Team Member to greet customers, manage appointments, and support administrative tasks in a busy office.

You will engage with prospective and existing customers, identify opportunities to discuss insurance options, and work on CRM and Microsoft Office tasks. Prior customer service experience preferred; strong communication and organizational skills required.

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.

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

Organizational skills

Multitasking

Sales conversations

Basic computer skills

Tools

Microsoft Office

CRM systems

Job description

John Jensen - State Farm Agent is seeking a Receptionist - State Farm Agent Team Member to greet customers, manage appointments, and support administrative tasks in a busy office.

You will engage with prospective and existing customers, identify opportunities to discuss insurance options, and work on CRM and Microsoft Office tasks. Prior customer service experience preferred; strong communication and organizational skills required.