Receptionist - State Farm Agent Team Member

Talentify; San Marino (CA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Bonus potential

Competitive salary

Flexible schedule

Advancement opportunities

Paid time off

Training & development

Job summary

State Farm Agent Derek Tsu is seeking a motivated Receptionist to join the team. The role focuses on front-desk duties, greeting customers, handling phone inquiries, scheduling appointments, and maintaining records.

The ideal candidate is organized, detail-oriented, and comfortable with conversations about insurance options. Experience in customer service and basic computer skills are required; CRM knowledge is a plus.

This position offers a flexible schedule and opportunities for advancement.

Qualifications

• Previous receptionist or customer service experience.
• Strong communication and interpersonal skills.
• Organized with multitasking ability.
• Willing to discuss sales opportunities with customers.
• Familiar with Microsoft Office and CRM systems.
• Outbound calling or sales experience preferred.
• Competitive background (sports, etc.) is a plus.

Responsibilities

• Greet customers in person and on the phone and direct to team.
• Schedule appointments and manage office communications.
• Handle inquiries and maintain customer records.
• Engage customers to identify insurance options.
• Provide excellent service and follow up on needs.
• Support the team with admin tasks and projects.

Skills

Receptionist experience

Customer service

Communication skills

Interpersonal skills

Organizational skills

Multitasking

Sales conversations

Microsoft Office

CRM systems

Outbound call experience

Competitive background

Tools

Microsoft Office

CRM systems

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION:

Derek Tsu - 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, we invite you to apply and become a valued member of our team.

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.
• Sales experience or outbound call experience preferred.
• Competitive backgrounds (sports/etc) perform well in this role.