Receptionist - State Farm Agent Team Member

Erica Ruiz - State Farm Agent; Los Alamitos (CA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

License reimbursement

401(k)

Bonus

Competitive salary

Health insurance

Paid time off

Training & development

Opportunity for advancement

Job summary

Erica Ruiz - State Farm Agent is seeking a receptionist to join a small, friendly office in Los Alamitos. The role focuses on greeting customers, scheduling appointments, maintaining records, and assisting the team with administrative tasks.

The ideal candidate is organized, client-focused, comfortable with sales conversations, and proficient with Microsoft Office and CRM systems. We offer a supportive environment, benefits, and opportunities for growth.

Qualifications

• 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.

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

Communication

Customer service

Organizational skills

Multitasking

Sales conversations

Tools

Microsoft Office

CRM systems

Job description

Benefits

• License reimbursement
• 401(k)
• Bonus based on performance
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

About Our Agency

Our agency opened in 2008 and is a close-knit team of three who work together in a supportive and positive environment. I’ve been in the insurance industry for over 27 years and bring a deep understanding of the business along with a strong commitment to helping both our customers and team members succeed.

I’m a graduate of National University in San Diego and a proud mother of three accomplished children, as well as a grandmother with another grandchild on the way. Outside of work, I enjoy yoga, spending time with family, and creating a welcoming atmosphere in our pet-friendly office.

We stay very active in the community through charity work and involvement in local programs, including supporting youth baseball and other community initiatives.

Our team enjoys benefits such as a 401(k), health benefits, professional and personal development opportunities, licensing reimbursement, and a strong emphasis on work-life balance.

Our culture is positive, supportive, and focused on winning together. We’re looking for someone who is honest, coachable, adaptable, and a self-starter. The right person will be able to multitask, bring a great attitude, and contribute to a team that values growth, collaboration, and success. If you’re motivated and ready to grow with a supportive team, this could be a great fit for you.

Role Description

Erica Ruiz - 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.