Receptionist - State Farm Agent Team Member

Jeff Ellis; San Antonio (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Jeff Ellis State Farm Agency in San Antonio is seeking a friendly receptionist to join our team. You will greet customers, answer calls, schedule appointments, and maintain accurate customer records while supporting sales opportunities in a fast-paced insurance office.

Ideal candidates are organized, detail-oriented, and able to multitask with strong communication and computer skills, including Microsoft Office and basic CRM systems. This role offers growth within a supportive agency environment.

Qualifications

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

Responsibilities

• Greet customers in person and over the phone, directing them to the appropriate team members.
• Manage appointment scheduling and office communications.
• Assist in handling inquiries and maintaining customer records.
• Engage in conversations with customers to identify insurance opportunities.
• Provide excellent customer service and follow up on needs.
• Support team with administrative tasks and projects.

Skills

Customer service

Communication

Organizational

Sales conversations

CRM familiarity

Tools

Microsoft Office

CRM systems

Job description

ROLE DESCRIPTION:

Jeff Ellis State Farm Agency 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.

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.