Receptionist - State Farm Agent Team Member

Katie Martin - State Farm Agent; Bellbrook (OH); On-site; USD 28,000 - 35,000; Full time

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

Benefits

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

About our agency

I opened my agency in 2014 and currently lead a team of two. Before becoming a State Farm agent, I worked at State Farm Corporate. I'm also a second-generation State Farm agent (my dad and brother are both agents), so serving customers has always been part of my life.

Giving back is important to our agency. Each year, we support a local family or charity during the holiday season as a way to make a positive impact in our community.

Our agency offers health benefits, a 401(k), PTO, paid holidays, your birthday off, and opportunities to earn trips, gift cards, additional PTO, and bonuses based on performance. We believe in recognizing hard work and celebrating success.

Our culture is friendly, family-oriented, and goal-driven. I'm looking for someone who is trustworthy, reliable, and motivated to succeed. If you're willing to take the blueprint, work hard, and achieve your goals, we'd love to meet you.

Role Description

Katie Martin - 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.

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.