Front Desk & Client Services Associate — Growth Path

David Topolnicki - State Farm Agent; Castle Rock (CO); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

David Topolnicki - State Farm Agent is seeking a friendly, efficient Receptionist to join our busy insurance and financial services office in Colorado. You will be the first point of contact, handling phones, walk-ins, emails, and basic administrative tasks while supporting the team.

This role emphasizes strong communication, multitasking, and dependable organization. While not requiring an insurance license, you will help gather information, route calls, and assist with various tasks as needed

Qualifications

• 5+ years of prior customer service experience preferred.
• Strong communication and interpersonal skills.
• Ability to multitask and stay organized in a fast-paced office setting.
• Comfortable engaging in basic sales-related conversations and transferring leads appropriately.
• Ability to smoothly redirect calls when you don’t have the answer and gather information accurately.
• 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 incoming calls, walk-ins, emails, and office communications in a fast-paced environment.
• Collect basic information from customers and ensure messages or call‑back requests are routed accurately.
• Schedule appointments and assist with general office coordination.
• Provide excellent customer service and follow up on customer needs as directed.
• Support the team with administrative tasks such as copying, mailing, filing, and organizing documents.
• Assist the agent with occasional non–State Farm-related administrative tasks, including running errands or scheduling appointments.

Skills

Customer service

Communication

Multitasking

Organizational skills

Tools

Microsoft Office

CRM systems

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:
I have been a State Farm agent since 2004. Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, and Million Dollar Round Table. Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

Our busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of 9 highly motivated individuals. We take exotic company trips, our motto is family first and business second. We are customer-focused, relationship-focused and quality focused.

ROLE DESCRIPTION:
David Topolnicki - State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a friendly, efficient, and organized individual to join our team as a Receptionist - State Farm Agent Team Member.

This is a fast-paced, front-facing role ideal for someone who enjoys being the first point of contact in a busy office environment. You’ll play a key role in keeping the office running smoothly by managing phones, walk-ins, emails, and administrative support. While this position does not require an insurance license and will not involve heavy transactional work, it does require strong communication skills and the ability to confidently route calls, gather information, and support the team as needed.

There may be slower periods at times, so comfort with shifting between customer interaction and administrative tasks is important. If you’re adaptable, personable, and enjoy variety in your day, this could be a great fit.

RESPONSIBILITIES:

• Greet customers warmly in person and over the phone, directing them to the appropriate team members.
• Manage incoming calls, walk-ins, emails, and office communications in a fast-paced environment.
• Collect basic information from customers and ensure messages or call-back requests are routed accurately.
• Schedule appointments and assist with general office coordination.
• Provide excellent customer service and follow up on customer needs as directed.
• Support the team with administrative tasks such as copying, mailing, filing, and organizing documents.
• Assist the agent with occasional non–State Farm-related administrative tasks, including running errands or scheduling appointments.

QUALIFICATIONS:

• 5+ years of prior customer service experience preferred.
• Strong communication and interpersonal skills.
• Ability to multitask and stay organized in a fast-paced office setting.
• Comfortable engaging in basic sales-related conversations and transferring leads appropriately.
• Ability to smoothly redirect calls when you don’t have the answer and gather information accurately.
• Basic computer skills, including Microsoft Office and CRM systems.
• Flexible, dependable, and willing to assist with a variety of tasks as needed.