Receptionist & Client Relations Specialist - Insurance

Catharine Albin - State Farm Agent; Cedarburg (WI); On-site; USD 21,000 - 28,000; Full time

Benefits offered by this job

License reimbursement

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Catharine Albin - State Farm Agent in Wisconsin is seeking a motivated Receptionist Team Member to greet customers, manage inquiries, and coordinate appointments. You will become a friendly first point of contact and help maintain an organized office.

You will engage with customers to understand their insurance needs, support a growing book of business, and contribute to a collaborative, service‑driven environment. The role offers growth opportunities, a flexible team, and ongoing training.

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 skills

Communication skills

Organizational multitasking

Sales conversations

Tools

Microsoft Office

CRM systems

Job description

Catharine Albin - State Farm Agent in Wisconsin is seeking a motivated Receptionist Team Member to greet customers, manage inquiries, and coordinate appointments. You will become a friendly first point of contact and help maintain an organized office.

You will engage with customers to understand their insurance needs, support a growing book of business, and contribute to a collaborative, service‑driven environment. The role offers growth opportunities, a flexible team, and ongoing training.