Receptionist - State Farm Agent Team Member

Bob Willetts - State Farm Agent; Bethesda (MD); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

License reimbursement

Performance bonus

Competitive salary

Flexible schedule

Advancement opportunities

Paid time off

Training & development

Job summary

Bob Willetts - State Farm Agent in Bethesda, MD is seeking a friendly Receptionist-Team Member to join our growing agency. You will greet clients, manage schedules, and support daily office operations with a service-first mindset.

The ideal candidate is organized, detail-oriented, and comfortable discussing insurance options with customers while maintaining records and coordinating communications. This role offers hybrid opportunities and room for advancement.

Qualifications

• Previous receptionist or customer service experience.
• Strong communication and interpersonal skills.
• Organizational and multitasking abilities.
• Comfortable with 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 familiarity

Microsoft Office

Tools

Microsoft Office

CRM systems

Job description

Benefits:

• License reimbursement
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY::

I opened my agency in 2025 and currently lead a growing team of four. Before becoming a State Farm agent, my background was in launching and leading nonprofit organizations, where I developed a passion for building strong teams and making a meaningful impact. I'm a graduate of the University of Maryland, and our office is located just two miles from the home where I grew up, making the opportunity to serve this community especially meaningful to me.

Community involvement remains an important part of who we are. We support organizations and initiatives including the Montgomery County Police Foundation, Winston Churchill High School athletics, and Glen Echo Park.

Our agency offers paid time off, paid holidays, licensing reimbursement, a strong commitment to work-life balance, and hybrid work opportunities that allow team members to work both in the office and from home depending on the position.

We're a newer agency with big goals, creating a unique opportunity to get in on the ground floor and grow alongside us. Our team supports one another, works together, and is excited about what we're building. I'm looking for someone with grit who is a self-starter, takes initiative, and is motivated to contribute to our continued growth.

ROLE DESCRIPTION:

Bob Willetts - 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.

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.