Receptionist & Client Advisor - Insurance Team

William Favaro - State Farm Agent; Village of Wappingers Falls (NY); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Health insurance

401(k)

Performance bonus

Competitive salary

Flexible schedule

Licensing paid by agency

Paid time off

Training & development

Advancement opportunity

Job summary

William Favaro - State Farm Agent is seeking a Receptionist to join the team in New York. The role involves greeting clients, handling phone inquiries, scheduling appointments, and maintaining customer records, all while providing friendly, service-oriented support.

Ideal candidates will be organized, detail-oriented, and comfortable discussing insurance options with clients. The agency emphasizes work-life balance, ongoing training, and opportunities for advancement in a friendly environment.

Qualifications

• Previous receptionist or customer service experience
• Strong communication and interpersonal skills
• Organizational and multitasking abilities
• Comfortable with sales conversations
• Basic computer skills: MS Office and CRM

Responsibilities

• Greet customers 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

Skills

Customer service

Communication

Organizational skills

Sales conversations

CRM systems

Microsoft Office

Tools

CRM systems

Microsoft Office

Job description

William Favaro - State Farm Agent is seeking a Receptionist to join the team in New York. The role involves greeting clients, handling phone inquiries, scheduling appointments, and maintaining customer records, all while providing friendly, service-oriented support.

Ideal candidates will be organized, detail-oriented, and comfortable discussing insurance options with clients. The agency emphasizes work-life balance, ongoing training, and opportunities for advancement in a friendly environment.