Insurance Front Desk & Customer Success Specialist

Talentify; Petaluma (CA); On-site; USD 40,000 - 48,000; Full time

Benefits offered by this job

401(k)

Performance bonus

Competitive pay

Flexible schedule

Advancement opportunities

PTO

Training & development

Signing bonus

Job summary

State Farm Agent is seeking a Receptionist - Team Member to join a supportive, detail-oriented office in Petaluma, CA. The role focuses on greeting customers, managing schedules and communications, and handling inquiries while maintaining accurate records.

You will engage with clients to identify insurance options and deliver excellent service, plus assist with various admin tasks to support the team’s workflows.

Qualifications

• Previous experience in a receptionist or customer service role.
• Strong communication and interpersonal skills.
• Excellent organizational and multitasking abilities.
• Comfortable engaging in sales conversations.
• Basic computer skills including Microsoft Office and CRM systems.
• Bilingual Spanish preferred.

Responsibilities

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

Skills

Receptionist experience

Communication skills

Interpersonal skills

Organizational multitasking

Sales conversations

Microsoft Office

CRM systems

Spanish (bilingual)

Job description

State Farm Agent is seeking a Receptionist - Team Member to join a supportive, detail-oriented office in Petaluma, CA. The role focuses on greeting customers, managing schedules and communications, and handling inquiries while maintaining accurate records.

You will engage with clients to identify insurance options and deliver excellent service, plus assist with various admin tasks to support the team’s workflows.