Insurance Office Receptionist & Client Care Advocate

Kristen Eaton; Oakdale (CA); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Simple IRA

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Competitive salary

Flexible schedule

Training & development

Job summary

Kristen Eaton - State Farm Agent is seeking a Receptionist to join the team in Oakdale, CA. The role focuses on greeting clients, scheduling appointments, and handling inquiries while supporting sales conversations with clients seeking insurance solutions.

The ideal candidate will be organized, detail-oriented, and comfortable working in a fast-paced environment. This full-time position offers benefits and opportunities for advancement with a respected local agency.

Qualifications

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

Responsibilities

• Greet clients 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 sales conversations with prospective and existing clients, identifying opportunities to offer insurance solutions.
• Provide excellent customer service and follow up on client needs.
• Support the team with various administrative tasks and projects.

Skills

Customer service

Excellent communication

Organizational skills

Sales conversations

CRM systems

Tools

Microsoft Office

CRM systems

Job description

Full Time in Oakdale - CA

Replies within 24 hours

• Simple IRA
• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Paid time off

Team Eaton Vision We show up with intention, integrity, and genuine care so every person we serve feels seen, heard, and protected.

Our Purpose
Our purpose is to serve our community with excellence by building relationships rooted in honesty, integrity, and genuine care. We listen first, act with intention, and protect what matters most to the families and businesses we serve.
Our work is more than policies and transactions — it is about earning trust, providing clarity, and helping people navigate life with confidence and peace of mind.

Our Cultural Pillars
-Integrity Above Everything — We do the right thing always, even when it is inconvenient or unseen.
-Intentional Action — We act with purpose, clarity, and thoughtfulness in every interaction.
-Excellence in Every Interaction — We hold ourselves to a high standard and take pride in the quality of our work.
-Genuine Care and Connection — We care deeply about people and build meaningful, lasting relationships.
-Driven, Positive, Competitive Spirit — We are motivated, solution-oriented, and committed to growth individually and as a team.

ROLE DESCRIPTION
Kristen Eaton - State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our clients. 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 clients 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 sales conversations with prospective and existing clients, identifying opportunities to offer insurance solutions.
• Provide excellent customer service and follow up on client needs.
• Support the team with various administrative tasks and projects.

Qualifications

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

Compensation $50,000.00 per year

Receptionist - State Farm Agent Team Member

Full Time in Oakdale - CA

Responsive recruiter Replies within 24 hours Benefits

• Simple IRA
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

Team Eaton Vision We show up with intention, integrity, and genuine care so every person we serve feels seen, heard, and protected.

Our Purpose
Our purpose is to serve our community with excellence by building relationships rooted in honesty, integrity, and genuine care. We listen first, act with intention, and protect what matters most to the families and businesses we serve.
Our work is more than policies and transactions — it is about earning trust, providing clarity, and helping people navigate life with confidence and peace of mind.

Our Cultural Pillars
-Integrity Above Everything — We do the right thing always, even when it is inconvenient or unseen.
-Intentional Action — We act with purpose, clarity, and thoughtfulness in every interaction.
-Excellence in Every Interaction — We hold ourselves to a high standard and take pride in the quality of our work.
-Genuine Care and Connection — We care deeply about people and build meaningful, lasting relationships.
-Driven, Positive, Competitive Spirit — We are motivated, solution-oriented, and committed to growth individually and as a team.

ROLE DESCRIPTION
Kristen Eaton - State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our clients. 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 clients 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 sales conversations with prospective and existing clients, identifying opportunities to offer insurance solutions.
• Provide excellent customer service and follow up on client needs.
• Support the team with various administrative tasks and projects.

Qualifications

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

Compensation $50,000.00 per year



Apply Now State Farm agents are independent contractors who hire their own employees. State Farm agents’employees are not employees of State Farm. Agents are responsible for and make all employmentdecisions regarding their employees.

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