Receptionist - State Farm Agent Team Member

Talentify; San Rafael (CA); On-site; USD 40,000 - 48,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Bal Claire - State Farm Agent is seeking a Receptionist to join our team. The ideal candidate will be highly organized, detail-oriented, and capable of contributing to a positive and productive workplace.

The role involves greeting customers, managing appointments, handling inquiries, maintaining customer records, and supporting administrative tasks while engaging in sales conversations where appropriate.

Qualifications

• Previous receptionist or customer service experience.
• Strong communication and interpersonal skills.
• Organizational and multitasking abilities.
• Comfortable with sales conversations.
• Proficiency with Microsoft Office and CRM systems.

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

Communication

Interpersonal skills

Organizational skills

Sales conversations

CRM systems

Microsoft Office

Tools

Microsoft Office

CRM systems

Job description

Benefits

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

ROLE DESCRIPTION

Bal Claire - 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.

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.