Receptionist - State Farm Agent Team Member

derek delisle - State Farm Agent; Hayward (WI); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Paid time off

Training & development

Bonus based on performance

Opportunity for advancement

Job summary

Derek DeLisle Insurance Agency in Hayward, WI is seeking a friendly, organized CSR to join our team. The role focuses on greeting clients, managing schedules, handling inquiries, and maintaining accurate customer records while contributing to a supportive office environment.

You will engage in sales conversations to identify insurance solutions, deliver excellent service, and support a busy team on administrative projects. Growth opportunities are available.

Qualifications

• Prior experience in a receptionist or customer service role.
• Excellent communication and interpersonal skills.
• Strong organizational and multitasking abilities.
• Comfortable with engaging in sales conversations.
• Proficiency with Microsoft Office and CRM systems.

Responsibilities

• Greet clients 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 sales conversations with prospective and existing clients, identifying opportunities to offer insurance solutions.
• Provide excellent customer service and follow up on client needs.
• Support the team with various administrative tasks and projects.

Skills

Customer service

Reception

Communication

Organizational skills

Sales conversations

CRM systems

Microsoft Office

Tools

Microsoft Office

CRM systems

Job description

Benefits

• Paid time off
• Training & development
• Bonus based on performance
• Opportunity for advancement

ROLE DESCRIPTION

Derek DeLisle Insurance Agency is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team as a CSR. 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 clients 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 sales conversations with prospective and existing clients, identifying opportunities to offer insurance solutions.
• Provide excellent customer service and follow up on client needs.
• Support the team with various administrative tasks and projects.

Qualifications

• Previous experience in a receptionist or customer service role.
• Excellent communication and interpersonal skills.
• Strong organizational and multitasking abilities.
• Comfortable with engaging in sales conversations.
• Basic computer skills, including Microsoft Office and CRM systems.