Insurance Agency Receptionist - Customer Care & Scheduling

David Shin - State Farm Agent; Portland (OR); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

License reimbursement

Advancement opportunities

Paid time off

Training & development

401(k)

Performance bonus

Competitive salary

Flexible schedule

Job summary

David Shin - State Farm Agent in Portland, OR is seeking a Receptionist - State Farm Agent Team Member to support a fast-paced office. The ideal candidate is organized, customer-focused, and eager to learn the insurance industry while contributing to a positive, productive workplace.

You will greet customers in person and by phone, manage appointments, handle inquiries, and engage in conversations about insurance options, with opportunities to advance and grow with the team.

Qualifications

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

Responsibilities

• Greet customers in person and by phone and direct to team.
• Manage appointment scheduling and office communications.
• Handle inquiries and maintain customer records.
• Engage with customers to identify insurance opportunities.
• Provide excellent service and follow up on needs.
• Support the team with administrative tasks and projects.

Skills

Receptionist experience

Customer service

Communication skills

Organizational skills

Multitasking

Sales conversations

MS Office

CRM systems

Tools

Microsoft Office Suite

CRM systems

Job description

David Shin - State Farm Agent in Portland, OR is seeking a Receptionist - State Farm Agent Team Member to support a fast-paced office. The ideal candidate is organized, customer-focused, and eager to learn the insurance industry while contributing to a positive, productive workplace.

You will greet customers in person and by phone, manage appointments, handle inquiries, and engage in conversations about insurance options, with opportunities to advance and grow with the team.