Receptionist - State Farm Agent Team Member

James Bild - State Farm Agent; Franklin (WI); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Job summary

James Bild - State Farm Agent is seeking a Receptionist to join the team in Franklin, WI. The role focuses on welcoming customers, handling calls, scheduling, and maintaining records while identifying opportunities to discuss insurance options with clients.

The ideal candidate is organized, detail-oriented, and eager to learn within the insurance industry, contributing to a positive and productive workplace. Prior experience in customer service is preferred.

Qualifications

• Experience in receptionist or customer service role.
• Strong communication and interpersonal skills.
• Excellent organizational and multitasking abilities.
• Willingness to engage in sales conversations.
• Proficient with Microsoft Office and CRM systems.

Responsibilities

• Greet customers in person and by phone and direct to team.
• Manage appointment scheduling and office communications.
• Assist with inquiries and maintain customer records.
• Discuss insurance options with prospects and current customers.
• Provide excellent customer service and follow up on needs.
• Support team with administrative tasks and projects.

Skills

Customer service

Communication

Organizational skills

Sales conversations

Microsoft Office

Tools

CRM systems

Job description

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance

Role Description

James Bild - 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.