Receptionist & Client Relations Specialist

Katie Martin - State Farm Agent

Bellbrook (OH)

On-site

USD 28,000 - 35,000

Full time

14 days+
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Benefits offered by this job

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

Job summary

Katie Martin - State Farm Agent is seeking a friendly, organized receptionist to join the team. You will greet customers, manage appointments, and handle inquiries, while maintaining accurate client records and supporting sales conversations for insurance options.

The role emphasizes strong customer service, reliability, and collaborative teamwork within a welcoming office environment. Training and development opportunities are available to grow within the agency.

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

Customer service
Communication
Organizational skills
Sales conversations
CRM systems
Microsoft Office

Tools

CRM systems

Job description

Katie Martin - State Farm Agent is seeking a friendly, organized receptionist to join the team. You will greet customers, manage appointments, and handle inquiries, while maintaining accurate client records and supporting sales conversations for insurance options.

The role emphasizes strong customer service, reliability, and collaborative teamwork within a welcoming office environment. Training and development opportunities are available to grow within the agency.

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