Receptionist & Client Services Advocate (Flexible Schedule)

Jim Rottkamp - State Farm Agent; Stamford (CT); On-site; USD 32,000 - 44,000; Full time

Benefits offered by this job

License reimbursement

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Jim Rottkamp - State Farm Agent is seeking a highly organized receptionist to warmly greet customers, manage scheduling, and maintain records. You will engage with clients, identify opportunities to discuss insurance options, and support the team with administrative tasks.

The role emphasizes delivering excellent customer service, handling inquiries, and contributing to a positive office environment. Prior receptionist or customer service experience is preferred, with basic computer and CRM

Qualifications

• Experience in receptionist or customer service roles.
• Strong communication and interpersonal skills.
• Organizational and multitasking abilities.
• Willingness to participate in sales conversations.
• Basic computer skills including MS Office and CRM.

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

Interpersonal skills

Organizational skills

Sales conversations

CRM systems

Microsoft Office

Tools

CRM systems

Microsoft Office

Job description

Jim Rottkamp - State Farm Agent is seeking a highly organized receptionist to warmly greet customers, manage scheduling, and maintain records. You will engage with clients, identify opportunities to discuss insurance options, and support the team with administrative tasks.

The role emphasizes delivering excellent customer service, handling inquiries, and contributing to a positive office environment. Prior receptionist or customer service experience is preferred, with basic computer and CRM