Receptionist - State Farm Agent Team Member

Kyle Fadeley - State Farm Agent; Charlotte (NC); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Health insurance

Paid time off

Training & development

Bonus based on performance

Competitive salary

Opportunity for advancement

Job summary

Kyle Fadeley - State Farm Agent is seeking a Receptionist to join their team in Charlotte. The role focuses on greeting clients, handling calls, scheduling, and maintaining client records while identifying opportunities to discuss insurance options.

The ideal candidate will be organized, detail-oriented, and capable of delivering friendly, professional service in a team-driven environment. Local candidates preferred.

Qualifications

• Previous experience in a receptionist or customer service role.
• Clear communication and interpersonal skills.
• Strong 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 with prospective and existing customers to identify opportunities for insurance options.
• Provide excellent customer service and follow up on customers needs.
• Support the team with administrative tasks and projects.

Skills

Receptionist experience

Communication skills

Organizational skills

Sales conversations

CRM familiarity

Microsoft Office

Tools

CRM systems

Microsoft Office

Job description

Benefits:

• Simple IRA
• License reimbursement
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary

ABOUT OUR AGENCY:

I opened my agency in 1996 and currently lead a team of seven. My career has been shaped by two major experiences - serving in the Marine Corps and then building my career with State Farm. I also hold a four-year degree in Finance and Economics, am married with three children, and am an avid snowboarder.

Giving back to our community is important to us, and our agency proudly supports and sponsors local sports teams throughout the area.

We offer health benefits, a Simple IRA, licensing reimbursement, paid holidays, and 120 hours of PTO starting out, with flexibility in how you choose to use your time off. We believe in working hard while making sure our team has time for life outside of the office.

Our culture is professional but down-to-earth, friendly, and fun. We enjoy team outings, cookouts, swimming, and spending time together outside of work, all while maintaining a professional and welcoming office environment. I'm looking for someone who presents themselves professionally, enjoys working with others, and wants to be part of a close-knit team. Candidates should live within approximately 10 miles or 20 minutes of the office.

ROLE DESCRIPTION:

Kyle Fadeley - 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.