Receptionist - State Farm Agent Team Member

Andres Ordaz - State Farm Agent; Lincoln (CA); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Hiring bonus

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Andres Ordaz - State Farm Agent is seeking a Receptionist to join the team. The ideal candidate will be organized, personable, and capable of supporting a fast-paced office focused on delivering excellent customer service in the insurance field.

The role involves greeting clients, scheduling appointments, handling inquiries, and maintaining records while exploring opportunities to offer insurance options and services. A collaborative, growth-oriented workplace is emphasized.

Qualifications

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

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 skills

Organization

Sales conversations

Bilingual Spanish

Tools

Microsoft Office

CRM systems

Job description

Benefits:

• Hiring bonus
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:

I opened my agency in April 2017 and currently lead a team of seven. Before becoming an agent, I spent 10 years as a State Farm team member, giving me firsthand experience with the business and an appreciation for the importance of building a strong team. Outside of work, I'm married with two kids who stay busy with football, basketball, and rugby. I enjoy staying active myself through endurance riding, mountain biking, cross country, and boating.

Being involved in our community is important to me. I serve as an assistant coach, stay active with local youth sports, and am involved with the Rotary Club. Supporting local families and giving back are values that carry into how we operate our agency.

Our agency offers health benefits, a 401(k), life insurance, a hiring bonus, and plenty of flexibility to support work-life balance. I believe in taking care of my team and creating an environment where people feel valued while also having the opportunity to perform, grow, and earn.

Our culture is family-oriented, supportive, and driven. Our motto is "Stop living on a prayer" - we believe success comes from setting goals, putting in the work, and taking ownership of your results. I'm looking for someone who is driven, coachable, motivated to make money, and committed to taking great care of our customers. If you value a great work environment and want your hard work to translate into success, we'd love to meet you.

ROLE DESCRIPTION:

Andres Ordaz - 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.
• Bilingual Spanish preferred.