Receptionist & Client Care - Insurance Team Growth

Shin Insurance Agency Inc; Portland (OR); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

License reimbursement

Opportunity for advancement

Paid time off

401(k)

Bonus based on performance

Training & development

Competitive salary

Job summary

State Farm Agent David Shin is seeking a highly organized receptionist to join its team in Portland, OR. The role emphasizes excellent customer service, scheduling, and proactive engagement with customers about insurance options.

The ideal candidate will be self-motivated, capable of working independently, and comfortable with sales conversations. A supportive, drama-free office culture and opportunities for advancement are highlighted in the description.

Qualifications

• Experience in receptionist or customer service role.
• Strong communication and interpersonal skills.
• Ability to multi-task and manage schedules.

Responsibilities

• Greet customers in person and over the phone and direct them to the right team members.
• Manage appointment scheduling and office communications.
• Assist with inquiries and maintain customer records.

Skills

Receptionist experience

Customer service

Communication

Organizational skills

Sales conversations

Microsoft Office

CRM systems

Tools

Microsoft Office

CRM systems

Job description

Full Time in Portland - OR

• Opportunity for advancement
• Paid time off
• 401(k)
• Bonus based on performance

ABOUT OUR AGENCY
I opened my agency in 2020 and currently lead a team of five. Before becoming a State Farm agent, I built my career in investments, giving me a strong financial services background and a passion for helping people make informed decisions. Outside of work, I’m a husband and proud father of three, and spending time with my family is one of my biggest priorities.

Our agency offers a 401(k), paid time off, sick days, performance-based bonuses and commissions, and opportunities to earn additional PTO by reaching goals. We also like to recognize great work through gift cards, fun incentives, and regular kudos and recognition for team accomplishments.

Our office is driven, professional, and refreshingly drama-free. We value independence and trust our team members to take ownership of their responsibilities while providing excellent service to our customers. I’m looking for someone who is self-motivated, methodical, and a strong communicator.

If you’re highly driven, enjoy working independently, and want your performance to be recognized and rewarded, we’d love to meet you.

ROLE DESCRIPTION
David Shin - 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.

Compensation $50,000.00 - $60,000.00 per year

Receptionist - State Farm Agent Team Member

Full Time in Portland - OR

Responsive recruiter Benefits

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

ABOUT OUR AGENCY
I opened my agency in 2020 and currently lead a team of five. Before becoming a State Farm agent, I built my career in investments, giving me a strong financial services background and a passion for helping people make informed decisions. Outside of work, I’m a husband and proud father of three, and spending time with my family is one of my biggest priorities.

Our agency offers a 401(k), paid time off, sick days, performance-based bonuses and commissions, and opportunities to earn additional PTO by reaching goals. We also like to recognize great work through gift cards, fun incentives, and regular kudos and recognition for team accomplishments.

Our office is driven, professional, and refreshingly drama-free. We value independence and trust our team members to take ownership of their responsibilities while providing excellent service to our customers. I’m looking for someone who is self-motivated, methodical, and a strong communicator.

If you’re highly driven, enjoy working independently, and want your performance to be recognized and rewarded, we’d love to meet you.

ROLE DESCRIPTION
David Shin - 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.

Compensation $50,000.00 - $60,000.00 per year



Apply Now State Farm agents are independent contractors who hire their own employees. State Farm agents’employees are not employees of State Farm. Agents are responsible for and make all employmentdecisions regarding their employees.

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