Receptionist - State Farm Agent Team Member

Elena Pleshakov - State Farm Agent; Oregon City (OR); Sur place; USD 32 000 - 42 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Dental insurance

Health insurance

Résumé du poste

State Farm Insurance Agency is seeking a dependable Office Assistant to support daily operations in a structured environment. The role includes administrative tasks, records management, and customer interactions to help licensed team members focus on relationships and policy servicing.

The ideal candidate is bilingual (Russian or Ukrainian), highly organized, detail-oriented, and capable of managing multiple responsibilities with professionalism and teamwork.

Qualifications

• Bilingual: Russian or Ukrainian.
• Excellent organizational and time-management skills.
• Strong attention to detail.
• Professional verbal and written communication.
• Basic computer proficiency, including Microsoft Outlook, Word, and Excel.
• Ability to manage multiple tasks and prioritize deadlines.
• Dependable, punctual, and responsible.
• Positive attitude and willingness to learn.
• Ability to work independently and as part of a team.
• Commitment to maintaining customer confidentiality.

Responsabilités

• Assist the Office Manager with daily administrative responsibilities.
• Maintain organized office records, documents, and electronic files.
• Monitor assigned administrative tasks and ensure timely completion.
• Support team members with document preparation, filing, and follow-ups.
• Maintain accurate records in agency management systems.
• Assist with scanning, uploading, and organizing customer documentation.
• Identify incomplete tasks and communicate outstanding items to the appropriate team members.
• Answer incoming phone calls professionally and courteously.
• Greet customers and visitors.
• Direct customer inquiries to the licensed team member.
• Assist with scheduling customer appointments and policy review meetings.
• Make customer birthday calls to maintain positive relationships.

Connaissances

Bilingual: Russian/Ukrainian

Organizational skills

Time management

Communication

Microsoft Outlook

Microsoft Word

Microsoft Excel

Independent worker

Outils

Outlook

Word

Excel

Description du poste

Benefits

• Competitive salary
• Dental insurance
• Health insurance

Bilingual Office Assistant – State Farm Insurance Agency

Position: Office Assistant / Administrative Support

Department: Agency Operations

Employment Type: Full-Time or Part-Time

Reports To: Office Manager / Agency Owner

Location: Agency Office

Position Overview

We are seeking a dependable, highly organized, and detail-oriented Office Assistant to support the daily operations of our State Farm Insurance Agency.

The Office Assistant plays an important role in keeping the office organized, supporting team members, maintaining accurate records, and ensuring that administrative tasks are completed efficiently.

This position is ideal for someone who enjoys working in a structured environment, takes initiative, follows through on assignments, and is comfortable managing multiple responsibilities.

The primary objective is to help the agency operate smoothly so that our licensed team members can focus on customer relationships, insurance servicing, and sales.

Key Responsibilities

1. Daily Administrative Support

• Assist the Office Manager with daily administrative responsibilities.
• Maintain organized office records, documents, and electronic files.
• Monitor assigned administrative tasks and ensure timely completion.
• Support team members with document preparation, filing, and follow-ups.
• Maintain accurate records in agency management systems.
• Assist with scanning, uploading, and organizing customer documentation.
• Identify incomplete tasks and communicate outstanding items to the appropriate team members.

2. Customer Communication & Office Support

• Answer incoming phone calls professionally and courteously.
• Greet customers and visitors.
• Direct customer inquiries to the appropriate licensed team member.
• Assist with scheduling customer appointments and policy review meetings.
• Make customer birthday calls to maintain positive relationships.
• Respond to basic administrative inquiries within the scope of the position.
• Take accurate messages and ensure appropriate follow-up.
• Assist with outgoing customer correspondence and appointment reminders.

3. Underwriting Email & Document Management

• Review designated shared underwriting email folders.
• Organize incoming underwriting correspondence.
• Create ECRM tasks for underwriting requests based on established alphabetical assignments.
• Route urgent underwriting communications to the appropriate team members.
• Assist with tracking missing documents and pending administrative requirements.
• Maintain orderly shared folders and ensure requests are not overlooked.
• Escalate time-sensitive issues to the Office Manager.

Qualifications

Required

• Bilingual: Russian or Ukrainian
• Excellent organizational and time-management skills.
• Strong attention to detail.
• Professional verbal and written communication.
• Basic computer proficiency, including Microsoft Outlook, Word, and Excel.
• Ability to manage multiple tasks and prioritize deadlines.
• Dependable, punctual, and responsible.
• Positive attitude and willingness to learn.
• Ability to work independently and as part of a team.
• Commitment to maintaining customer confidentiality.

Preferred

• Previous administrative or office support experience.
• Experience working in a customer service environment.
• Familiarity with CRM or task management systems.
• Previous insurance office experience.
• Bilingual communication skills.

Opportunities for Growth

This position offers opportunities to develop knowledge of insurance agency operations and customer service.

With appropriate training, licensing, and demonstrated performance, the Office Assistant may have opportunities to advance into positions such as:

• Customer Service Representative
• Licensed Insurance Account Manager
• Insurance Sales Representative
• Office Operations Coordinator

Our Expectations

We believe that strong administrative support is essential to delivering an exceptional customer experience.

The Office Assistant is expected to demonstrate professionalism, accountability, efficiency, and a willingness to support the entire team.

Our Standard: Be organized, be dependable, communicate clearly, and take ownership of every assigned responsibility.