Receptionist - State Farm Agent Team Member

Jason Marquardt State Farm Agency; Menomonee Falls (WI); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

Simple IRA

Licensing paid by agency

Health insurance

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

Jason Marquardt State Farm Agent is seeking a receptionist team member to deliver friendly service, manage schedules, and handle inquiries in a fast-paced insurance office. The role emphasizes organization, communication, and a customer-centric approach within a supportive team environment.

Ideal candidates will be coachable, able to handle CRM systems and MS Office, and comfortable discussing insurance options to assist customers and prospects in choosing suitable coverage.

Qualifications

• Experience in receptionist or customer service role.
• Strong communication and interpersonal skills.
• Excellent organizational and multitasking abilities.
• Comfortable with sales conversations.
• Basic computer skills, including MS Office and CRM.

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

Multitasking

Sales conversations

CRM systems

Microsoft Office

Tools

CRM systems

Microsoft Office

Job description

About Our Agency

I opened my agency in 2017 after previously working as a sales team member for a State Farm agent. 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.

Benefits

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

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.

Role Description

Jason Marquardt - 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.

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 $45,000.00 - $50,000.00 per year