Insurance Front Desk & Client Care Specialist

Daniel Parker - State Farm Agent; Tulsa (OK); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

Licensing Paid by Agency

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Dental insurance

Vision insurance

Job summary

Daniel Parker - State Farm Agent is looking for a Receptionist - State Farm Agent Team Member in Tulsa, Oklahoma. This role requires a highly organized, detail-oriented individual committed to exceptional customer service. Responsibilities include greeting customers, managing appointments, handling inquiries, and providing administrative support. The ideal candidate has previous reception or customer service experience, strong communication skills, and basic computer proficiency. The position offers a competitive salary and various benefits including health insurance and training opportunities.

Qualifications

• Previous experience in a receptionist or customer service role.
• Outstanding communication and interpersonal skills.
• Strong 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.
• Manage appointment scheduling and office communications.
• Assist in handling incoming inquiries and maintaining customer records.
• Engage in conversations with customers to identify insurance options.
• Provide excellent customer service and follow up on needs.
• Support the team with administrative tasks and projects.

Skills

Customer service experience

Communication skills

Organizational skills

Sales engagement

Microsoft Office proficiency

Tools

CRM systems

Job description

Receptionist - State Farm Agent Team Member Daniel Parker - State Farm Agent•Tulsa, OK, US

• Licensing Paid by Agency
• 401(k)
• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance

ABOUT OUR AGENCY:
Founded in 2012, our agency is led by Daniel and supported by a team of 10 dedicated professionals who bring a strong blend of insurance, claims, and financial services experience to the work we do. Daniel has more than 25 years of personal experience in the industry and holds a bachelor’s degree in Biomedical Chemistry from Oral Roberts University, along with FINRA Series 6, 63, and 65 certifications. He is deeply family-oriented, married for 18 years with four children, and brings that same care and thoughtfulness into helping individuals and families tailor coverage to their real needs.

Giving back is a core part of our mission — we’re actively involved with Care Portal, supporting foster children and families facing hardship, because we believe insurance is about strengthening families and communities, not just policies.


Our office culture is focused, growth-minded, and supportive. We hold each other to high standards while working together toward the best outcomes for our clients. Team members enjoy a well-equipped break room with a full kitchen, stocked drinks and gourmet coffee, birthday lunches, team outings, up to a 4% 401k match, and health, dental, and vision benefits.

If you’re looking for a place where professionalism, purpose, and teamwork come together, this is an environment where you can build a meaningful and rewarding career.


ROLE DESCRIPTION:
Daniel Parker - State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual to join our team as a Receptionist - State Farm Agent Team Member.

Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team.

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.

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.

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