Receptionist - State Farm Agent Team Member

Bradley Purcell - State Farm Agent; Lake Forest (CA); In loco; USD 50.000 - 60.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k)

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Descrizione del lavoro

Bradley Purcell - State Farm Agent in Lake Forest, CA seeks a friendly Receptionist to greet customers, manage appointments, and maintain records. The role includes engaging with clients on insurance options, supporting the team, and contributing to a positive office culture.

Ideal candidates are organized, communicative, and comfortable with sales conversations. Training and mentorship are provided, with a focus on work-life balance and growth within the agency.

Competenze

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

Mansioni

• 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.

Conoscenze

Receptionist experience

Customer service

Communication

Organizational skills

Multitasking

Sales conversations

CRM familiarity

Strumenti

Microsoft Office

CRM systems

Descrizione del lavoro

Location

Lake Forest - CA

Type

Full Time

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• 401(k)


• Bonus based on performance


• Health insurance


• Opportunity for advancement


• Paid time off


• Vision insurance

ABOUT OUR AGENCY:

Our agency opened in July 2014 and currently has two team members who play an essential role in helping our customers protect what matters most. Before becoming a State Farm agent, I worked as a bar manager and bartender-an experience that taught me the value of strong communication, multitasking, and building genuine connections with people. My wife, who worked as a team member in a State Farm agency, encouraged me to take the leap into agency ownership, and its been one of the best decisions I've made.

I'm a graduate of Chapman University, a husband, and a proud father of four. Family is at the heart of everything I do, and I strive to create that same balance and sense of belonging within our office.

We offer a supportive environment with a strong focus on work-life balance and growth. Our team members have access to a 401(k) with a 3% company match, a health insurance stipend, a life insurance policy, licensing reimbursement, and uncapped commission opportunities. We also provide training and mentorship to help our team build confidence and succeed in their roles.

To keep the office energized and connected, we provide coffee and an espresso machine, stocked snacks, and occasional team lunches to celebrate wins and milestones.

Our office culture is friendly, collaborative, and people-centered. We're looking for someone who is fun, vibrant, motivated, and excited to grow. The ideal team member is responsible, coachable, reliable, honest, and brings a strong work ethic to everything they do. If you enjoy helping others and want to be part of a positive, supportive team, you'll feel right at home here.

ROLE DESCRIPTION:

Bradley Purcell - 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.

Compensation: $50,000.00 - $60,000.00 per year

State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

Bradley Purcell - State Farm Agent

Do you want a career and not just a job?

We attribute our success to having afun, energetic environment that is an enjoyable place to work. Our team works hardto reach our goalstogether as a teamand have fun while we are doing it! Our well-trained team uses state of the art technology to achieve outstanding results. We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful careers. If you want to work in an environment that is fun, challenging, and rewarding, then Bradley Purcell - State Farm Agent may be the right fit for you! If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.

About Our Agency

• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.


• We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.


• Our office is located in Lake Forest, CA.


• Our office is open Mon - Fri, 9:00am - 5:00pm.


• I have been a State Farm agent since 2014.


• I am a proud graduate of Chapman University.


• Our agency has received awards including: Ambassador Travel and Legion of Honor

I was referred to this position by a current employee