Receptionist & Client Advocate — Growth‑Oriented Insurance Office

Lyndsie DeBonis - State Farm Agent; Petaluma (CA); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

License reimbursement

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Lyndsie Debonis - State Farm Agent is seeking a Receptionist - State Farm Agent Team Member to provide exceptional service to customers in Petaluma, California. The ideal candidate should be organized, detail-oriented, and eager to learn within the insurance industry.

This role involves greeting customers, managing appointments, and assisting with inquiries while contributing to a positive work environment. A supportive culture emphasizes personal and professional growth.

Qualifications

• Previous experience in a receptionist or customer service role.
• Excellent communication and interpersonal skills.
• Strong organizational and multitasking abilities.

Responsibilities

• Greet customers warmly in person and over the phone.
• Manage appointment scheduling and office communications.
• Assist in handling incoming inquiries and maintaining customer records.

Skills

Customer service

Communication skills

Organizational skills

Multitasking abilities

Sales conversations

Tools

Microsoft Office

CRM systems

Job description

Benefits:

• License reimbursement
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:
Our agency opened in 2025 and is a growing team of two focused on building a positive, welcoming culture from the ground up. Before becoming an agent, I worked in the wine industry as a Director. With my father-in-law being a longtime State Farm agent, I saw firsthand the impact this career can have on families and communities, which inspired me to pursue this path.

I come from a first responder family (my husband is a firefighter) and service is something that means a lot to us. We stay involved locally through our Chamber of Commerce and plan to sponsor a t-ball team as we continue to grow our community presence.

We offer holidays, PTO, a 401(k), licensing reimbursement, and a unique health and mental wellness reimbursement of up to $500 per year. Work-life balance is important to us, and we want our team to feel supported both personally and professionally.

Our culture is centered around positivity, laughter, and resilience. We believe in working hard while keeping things light and enjoyable. We’re looking for someone who is coachable, upbeat, and able to bounce back from challenges. If you’re looking for a place where you can grow in a supportive, fun environment, this could be a great fit for you.

ROLE DESCRIPTION:
Lyndsie Debonis - 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.