Receptionist & Client Care Associate (Insurance)

Kevin Lei - State Farm Agent; Mountain View (CA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Simple IRA

Hiring bonus

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Kevin Lei - State Farm Agent in Mountain View, CA is looking for a Receptionist to join our growing team. The role focuses on delivering friendly, punctual service, greeting clients in person and by phone, and guiding them to the right team members.

You will manage appointments, maintain customer records, support daily office tasks, and participate in basic insurance discussions when appropriate. We value organization, clear communication, and a team-first mindset.

Qualifications

• Previous experience in a receptionist or customer service role.
• Clear communication skills, both in person and over the phone.
• Strong organizational and multitasking abilities.
• Comfortable with engaging in sales conversations.
• Basic computer skills, including Microsoft Office and CRM systems.
• Bilingual Spanish or Mandarin Chinese preferred.

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.

Skills

Customer service

Communication

Multitasking

Sales conversations

Office software

Tools

CRM systems

Microsoft Office

Job description

Kevin Lei - State Farm Agent in Mountain View, CA is looking for a Receptionist to join our growing team. The role focuses on delivering friendly, punctual service, greeting clients in person and by phone, and guiding them to the right team members.

You will manage appointments, maintain customer records, support daily office tasks, and participate in basic insurance discussions when appropriate. We value organization, clear communication, and a team-first mindset.