Insurance Front Desk & Client Success Specialist

State Farm Mutual Automobile Insurance Company; Austin, Northern (TX, KY); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

License Reimbursement

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Paid time off

Training & development

Opportunities for advancement

Job summary

State Farm Agent Dan Walker is seeking a Receptionist to join a friendly, growth-minded team in Austin, TX. The role focuses on delivering excellent customer service, handling billing questions, and supporting day-to-day client interactions.

The ideal candidate is organized, communicates effectively, and is comfortable with sales-oriented conversations while maintaining accurate client records with CRM and MS Office skills.

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

• Serve as a primary point of contact for incoming client calls, identifying needs and providing or coordinating appropriate assistance.
• Act as the agency’s primary resource for billing questions, payment concerns, and related client support.
• Complete routine client service requests and transactions accurately and efficiently.
• Maintain and update client information, including FORM data, to support stronger client relationships.
• Assist clients with digital tools and coordinate scheduling for new-client onboarding and Insurance & Financial Review (IFR) appointments.

Skills

Receptionist experience

Customer service

Communication

Sales conversations

Organizational skills

Tools

CRM systems

Microsoft Office

Job description

State Farm Agent Dan Walker is seeking a Receptionist to join a friendly, growth-minded team in Austin, TX. The role focuses on delivering excellent customer service, handling billing questions, and supporting day-to-day client interactions.

The ideal candidate is organized, communicates effectively, and is comfortable with sales-oriented conversations while maintaining accurate client records with CRM and MS Office skills.