Insurance Office Receptionist & Client Care Specialist

Claytonincanton; Canton (TX); Vor Ort; USD 32.000 - 42.000; Vollzeit

Benefits dieser Stelle

License reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Zusammenfassung

Sarah Clayton - State Farm Agent is seeking a Receptionist - State Farm Agent Team Member to greet customers, manage scheduling, and support daily operations in our Canton, TX office.

Ideal candidates are organized, customer-focused, and comfortable discussing insurance options with prospective customers. This role offers growth, a supportive team, and a positive work-life balance in a small, community-minded agency.

Qualifikationen

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

Aufgaben

• Greet customers in person and over the phone, directing them to the appropriate team members.
• Manage appointment scheduling and office communications.
• Assist in handling inquiries and maintaining customer records.
• Engage with prospective and existing customers, identifying insurance options.
• Provide excellent customer service and follow up on needs.
• Support the team with administrative tasks and projects.

Kenntnisse

Communication & interpersonal skills

Organizational & multitasking

Sales conversation comfort

Basic computer skills

Tools

CRM systems

Microsoft Office

Jobbeschreibung

Benefits:

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

ABOUT OUR AGENCY:
I opened my agency in 2011 and currently lead a close-knit team of two. My State Farm journey began in 2002 when I started as a team member, giving me nearly a decade of firsthand agency experience before opening an office of my own. Outside of work, I’m a proud mom to a daughter who plays college golf and a son who competes in team roping.

We’re very involved in our local community and enjoy giving back whenever we can. I volunteer through our local school district and Lions Club, which gives me the opportunity to stay connected to and support the rural community we serve.

Our agency offers health benefits, paid holidays, paid time off, licensing reimbursement, and a strong commitment to work-life balance. We want our team members to feel supported both professionally and personally while building a rewarding career.

We may be a smaller office, but we stay busy and work closely together every day. Our environment is very family-oriented, and because we spend so much time together, having a positive attitude and genuinely enjoying the people you work with is important. I’m looking for someone who is goal-oriented, brings great energy to the office, and is ready to contribute to the team. If you’re looking for a close-knit workplace where relationships, community, and working toward goals all matter, we’d love to meet you.

ROLE DESCRIPTION:
Sarah Clayton - 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.