Receptionist & Client Experience Specialist — Growth Path

Yourfallsagent; Menomonee Falls (WI); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

Simple IRA

Licensing paid by agency

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

Receptionist - State Farm Agent Team Member in Menomonee Falls, WI is a full-time position. You will greet customers, manage scheduling, handle inquiries, and support insurance sales conversations while maintaining records.

The role offers a Simple IRA, health insurance, paid time off, licensing paid by agency, advancement opportunities, and bonus based on performance. Strong organization, communication, and sales-friendly attitude are valued.

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.

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

Receptionist experience

Customer service

Communication skills

Organizational skills

Sales-friendly

Tools

Microsoft Office

CRM systems

Job description

Receptionist - State Farm Agent Team Member in Menomonee Falls, WI is a full-time position. You will greet customers, manage scheduling, handle inquiries, and support insurance sales conversations while maintaining records.

The role offers a Simple IRA, health insurance, paid time off, licensing paid by agency, advancement opportunities, and bonus based on performance. Strong organization, communication, and sales-friendly attitude are valued.