Front Desk & Client Care Specialist

Jason Marquardt State Farm Agency; Menomonee Falls (WI); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

Simple IRA

Licensing paid by agency

Health insurance

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

Jason Marquardt State Farm Agent is seeking a receptionist team member to deliver friendly service, manage schedules, and handle inquiries in a fast-paced insurance office. The role emphasizes organization, communication, and a customer-centric approach within a supportive team environment.

Ideal candidates will be coachable, able to handle CRM systems and MS Office, and comfortable discussing insurance options to assist customers and prospects in choosing suitable coverage.

Qualifications

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

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

Customer service

Communication

Organizational skills

Multitasking

Sales conversations

CRM systems

Microsoft Office

Tools

CRM systems

Microsoft Office

Job description

Jason Marquardt State Farm Agent is seeking a receptionist team member to deliver friendly service, manage schedules, and handle inquiries in a fast-paced insurance office. The role emphasizes organization, communication, and a customer-centric approach within a supportive team environment.

Ideal candidates will be coachable, able to handle CRM systems and MS Office, and comfortable discussing insurance options to assist customers and prospects in choosing suitable coverage.