Receptionist & Client Advocate - Insurance Agency

Nick Hageman State Farm Agency; Waukee (IA); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

Competitive salary

Flexible schedule

Paid time off

Bonus based on performance

Opportunity for advancement

Training & development

Job summary

Nick Hageman - State Farm Agent in Waukee is seeking a Receptionist - State Farm Agent Team Member to deliver outstanding service. The ideal candidate will be detail-oriented and organized, thriving in a collaborative team that values hard work.

Your responsibilities will include greeting customers, managing schedules, and providing administrative support while helping to identify insurance needs. This dynamic role offers opportunities for growth and development within the insurance industry.

Qualifications

• Previous experience in a receptionist or customer service role.
• Strong communication and interpersonal skills.
• Organizational and multitasking abilities.
• Comfortable with engaging in sales conversations.
• Basic computer skills.

Responsibilities

• Greet customers warmly and direct them to team members.
• Manage appointment scheduling and office communications.
• Assist in handling incoming inquiries and maintaining customer records.
• Engage with customers, identifying opportunities for insurance options.
• Provide excellent customer service and follow up on customer needs.
• Support the team with administrative tasks and projects.

Skills

Communication skills

Organizational skills

Customer service

Detail-oriented

Sales conversation skills

Tools

Microsoft Office

CRM systems

Job description

Benefits:

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

About Our Agency:
Our agency is entering its fifth year in business this January and is supported by a close knit team of three sales professionals, one service team member, and myself. We believe in recognizing hard work and creating an environment people enjoy coming to each day, offering bonuses, paid time off, and regular team lunches or dinner outings. I studied Agribusiness Economics and Management at the University of Arizona before transferring to the University of Utah, where I earned my Bachelor’s degree in Speech Communications. I am actively involved with the Waukee Chamber of Commerce through event participation and sponsorships, and I was honored to be named the 2022 Waukee Area Chamber of Commerce Small Business of the Year. Our office culture is truly unique and empowering, providing our team with the tools and resources to have meaningful, holistic conversations with customers and prospects in order to understand their needs and help protect what matters most. The environment is fun, fast paced, relationship driven, and highly collaborative, with a team that works together seamlessly each day.

ROLE DESCRIPTION:
Nick Hageman - 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.