Receptionist - State Farm Agent Team Member

Brandon Yim - State Farm Agent; Burlingame (CA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Simple IRA

Hiring bonus

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Brandon Yim - State Farm Agent in Burlingame, CA is seeking a Receptionist - State Farm Agent Team Member to join our close-knit office. You will greet customers in person and by phone, manage appointments, and support daily administrative tasks in a fast-paced insurance environment.

The ideal candidate is organized, friendly, and enjoys helping customers. Prior receptionist or customer service experience is preferred, with a willingness to learn about insurance options and contribute to a

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

Organization

Sales conversations

Microsoft Office

CRM systems

Tools

CRM systems

Microsoft Office

Job description

Benefits:

• Simple IRA
• Hiring bonus
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:

Our agency opened in 2020 and is a close-knit team of four focused on steady growth and strong customer relationships. I'm a second-generation State Farm agent with a background in finance, bringing both industry knowledge and a business mindset into the agency.

I have one daughter with another on the way, and family is a big part of what drives how I lead and support my team.

For our team, we offer PTO, paid holidays, a Simple IRA, health benefits, a hiring bonus, and a strong focus on work-life balance.

Our office culture is laid-back and supportive, with a focus on giving team members ownership without micromanaging. We're looking for someone who is a self-starter, reliable, and eager to learn-so someone who shows up on time, takes initiative, and is committed to improving every day while contributing to a positive team environment.

ROLE DESCRIPTION:

Brandon Yim - 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, we invite you to apply and become a valued member of our team.

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.