Receptionist - State Farm Agent Team Member

Talentify; Menomonee Falls (WI); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Simple IRA

Licensing paid

Health insurance

Advancement opportunities

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

State Farm Agent is seeking a highly organized receptionist to greet customers, manage calls, and support daily office operations. The role involves maintaining client records, scheduling, and assisting with inquiries while identifying opportunities to offer insurance options.

The ideal candidate has prior receptionist or customer service experience, strong communication skills, and proficiency in Microsoft Office and CRM tools.

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

Customer service

Communication

Organizational skills

Sales conversations

CRM experience

MS Office

Tools

CRM software

Microsoft Office

Job description

Benefits:

• Simple IRA
• Licensing paid by agency
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary

ABOUT OUR AGENCY

That experience gave me a strong foundation in helping customers, building relationships, and developing a successful team. Our agency is committed to creating an environment where team members can grow through coaching, collaboration, and continuous improvement. We believe success comes from consistently doing the right things every day.

Our agency offers PTO, life insurance, health insurance with 50% of the premium covered, a Simple IRA with employer match, and licensing costs paid up front. We believe in investing in our team and providing the support needed to build a long-term career.

Our culture is built on consistency, accountability, and growth. We're not striving for perfection - we're striving to get a little better every day. I'm looking for someone who is coachable, open to feedback, and committed to personal and professional growth.

If you enjoy working as part of a supportive team that values accountability and continuous improvement, we'd love to meet you.

ROLE DESCRIPTION

Jason Marquardt - State Farm Agent is a leading insurance agent 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.

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.