Front Desk & Client Services Specialist

Jesse Torres - State Farm Agent; Pendleton (OR); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

401(k)

401(k) matching

Dental insurance

Opportunity for advancement

Job summary

Jesse Torres - State Farm Agent is seeking a friendly, dependable receptionist to join the team as a front-office support member. The role centers on creating a welcoming customer experience, handling in-person visits and calls, and routing requests to the appropriate licensed team members when insurance servicing is required.

The ideal candidate embodies strong communication, organization, and a willingness to learn insurance terminology and agency procedures.

Qualifications

• Self-motivated and able to manage multiple requests with minimal supervision.
• Previous receptionist, front-desk, administrative, or customer service experience preferred.
• Excellent verbal communication and interpersonal skills.
• Friendly, professional, and comfortable interacting with customers in person and by phone.
• Strong listening skills to accurately capture and document customer requests.
• Organized and able to handle multiple tasks and office responsibilities.
• Proficient with computers, Microsoft Office, CRM systems, and learning new technology.
• Able to recognize when a customer request needs to be transferred or escalated to a licensed team member.
• Dependable, punctual, detail-oriented, and able to work effectively as part of a team.
• Willingness to learn insurance terminology, agency procedures, and customer-service workflows.
• Insurance experience is helpful but not required.
• Property & Casualty insurance licensing is not required for this position.

Responsibilities

• Greet customers warmly and professionally when they visit the office and help connect them with the appropriate team member.
• Answer incoming telephone calls and provide a friendly, professional first point of contact for customers.
• Assist customers with routine payment needs and help direct billing-related questions to the appropriate team member when additional assistance is needed.
• Listen to customer concerns, gather the necessary details, document the request accurately, and route it to the appropriate licensed team member for handling.
• Receive and appropriately route customer requests involving added or replacement vehicles, drivers, lienholders, address changes, proof of insurance, coverage changes, policy cancellations or suspensions, and other policy service needs.
• Provide customers with available documents or information when appropriate and permitted for the role.
• Direct claims-related questions and requests to the appropriate claims resource or agency team member.
• Route more complex billing questions, coverage questions, policy reviews, and other insurance-related matters to a licensed team member.
• Identify when a customer expresses interest in an additional insurance product or has a potential insurance need and connect the customer with the appropriate licensed team member.
• Assist with appointment scheduling, customer communications, office organization, and general administrative responsibilities.
• Maintain accurate notes, documentation and customer information so requests can be efficiently completed by the appropriate team member.
• Take responsibility for making sure customer requests are properly documented, routed, and followed through so customers do not fall through the cracks.
• Help maintain an organized, professional, and welcoming office environment.
• Support the broader agency team with administrative tasks and customer-service projects as needed.

Job description

Jesse Torres - State Farm Agent is seeking a friendly, dependable receptionist to join the team as a front-office support member. The role centers on creating a welcoming customer experience, handling in-person visits and calls, and routing requests to the appropriate licensed team members when insurance servicing is required.

The ideal candidate embodies strong communication, organization, and a willingness to learn insurance terminology and agency procedures.