Growth-Oriented Receptionist & Admin Support (Insurance)

Jason Marquardt - State Farm Agent; Menomonee Falls (WI); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Simple IRA

Licensing paid by agency

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

Jason Marquardt - State Farm Agent is seeking a motivated Receptionist to join our team in Menomonee Falls. The role focuses on delivering outstanding customer service, managing calls and visits, and supporting day-to-day office operations within a friendly insurance agency environment.

The ideal candidate will be organized, detail-oriented, and comfortable discussing basic insurance options with clients, while leveraging CRM tools and MS Office to maintain records and schedule appointments.

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.

Job description

Jason Marquardt - State Farm Agent is seeking a motivated Receptionist to join our team in Menomonee Falls. The role focuses on delivering outstanding customer service, managing calls and visits, and supporting day-to-day office operations within a friendly insurance agency environment.

The ideal candidate will be organized, detail-oriented, and comfortable discussing basic insurance options with clients, while leveraging CRM tools and MS Office to maintain records and schedule appointments.