Receptionist - State Farm Agent Team Member

David Shin - State Farm Agent; Portland (OR); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

License reimbursement

Advancement opportunities

Paid time off

Training & development

401(k)

Performance bonus

Competitive salary

Flexible schedule

Job summary

David Shin - State Farm Agent in Portland, OR is seeking a Receptionist - State Farm Agent Team Member to support a fast-paced office. The ideal candidate is organized, customer-focused, and eager to learn the insurance industry while contributing to a positive, productive workplace.

You will greet customers in person and by phone, manage appointments, handle inquiries, and engage in conversations about insurance options, with opportunities to advance and grow with the team.

Qualifications

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

Responsibilities

• Greet customers in person and by phone and direct to team.
• Manage appointment scheduling and office communications.
• Handle inquiries and maintain customer records.
• Engage with customers to identify insurance opportunities.
• Provide excellent service and follow up on needs.
• Support the team with administrative tasks and projects.

Skills

Receptionist experience

Customer service

Communication skills

Organizational skills

Multitasking

Sales conversations

MS Office

CRM systems

Tools

Microsoft Office Suite

CRM systems

Job description

Benefits:

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

ABOUT OUR AGENCY:

I opened my agency in 2020 and currently lead a team of five. Before becoming a State Farm agent, I built my career in investments, giving me a strong financial services background and a passion for helping people make informed decisions. Outside of work, I’m a husband and proud father of three, and spending time with my family is one of my biggest priorities.

Our agency offers a 401(k), paid time off, sick days, performance-based bonuses and commissions, and opportunities to earn additional PTO by reaching goals. We also like to recognize great work through gift cards, fun incentives, and regular kudos and recognition for team accomplishments.

Our office is driven, professional, and refreshingly drama-free. We value independence and trust our team members to take ownership of their responsibilities while providing excellent service to our customers. I’m looking for someone who is self-motivated, methodical, and a strong communicator.

If you’re highly driven, enjoy working independently, and want your performance to be recognized and rewarded, we’d love to meet you.

ROLE DESCRIPTION:

David Shin - 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.