Insurance Office Receptionist & Client Advocate

Myagentcharlotte; Redwood City (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Simple IRA w/employer match

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

License reimbursement

Competitive salary

Flexible schedule

Training & development

Job summary

A leading insurance agency in Redwood City, CA, is seeking a Receptionist - State Farm Agent Team Member. The ideal candidate is organized and detail-oriented, committed to excellent customer service, and capable of engaging in sales conversations. Responsibilities include greeting clients, managing appointments, and supporting office communications. The position offers a salary ranging from $40,000 to $60,000 per year with benefits including a simple IRA and health insurance.

Qualifications

• Previous experience in a receptionist or customer service role.
• Highly organized and detail-oriented.
• Commitment to contributing to a positive workplace.

Responsibilities

• Greet clients warmly in person and over the phone.
• Manage appointment scheduling and office communications.
• Assist in handling incoming inquiries and maintaining customer records.
• Engage in sales conversations to offer insurance solutions.
• Provide excellent customer service and follow up on client needs.
• Support the team with various administrative tasks.

Skills

Excellent communication skills

Interpersonal skills

Organizational abilities

Multitasking abilities

Sales engagement comfort

Basic computer skills

Tools

Microsoft Office

CRM systems

Job description

A leading insurance agency in Redwood City, CA, is seeking a Receptionist - State Farm Agent Team Member. The ideal candidate is organized and detail-oriented, committed to excellent customer service, and capable of engaging in sales conversations. Responsibilities include greeting clients, managing appointments, and supporting office communications. The position offers a salary ranging from $40,000 to $60,000 per year with benefits including a simple IRA and health insurance.