Receptionist - State Farm Agent Team Member

Talentify; Santa Ana (CA); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

Simple IRA

Health insurance

Advancement

Paid time off

Training & development

Bonus

Competitive salary

Flexible schedule

Job summary

State Farm Agent is seeking a courteous Receptionist to join our team. You will greet customers in person and by phone, manage schedules, and support daily operations.

You will engage with clients to offer insurance options, maintain records, and provide excellent service. This role emphasizes teamwork, clear communication, and a positive, professional environment.

Qualifications

• Previous experience in 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.
• Bilingual Vietnamese highly preferred.

Responsibilities

• Greet customers in person and by phone; direct to team members.
• Manage appointment scheduling and office communications.
• Handle inquiries and maintain customer records.
• Talk with prospective and existing customers to offer insurance options.
• Provide excellent customer service and follow up on needs.
• Support the team with administrative tasks and projects.

Skills

Receptionist experience

Customer service

Communication

Interpersonal skills

Organizational skills

Multitasking

Sales conversations

Microsoft Office

CRM systems

Bilingual Vietnamese

Tools

Microsoft Office

CRM systems

Job description

Benefits:

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

ABOUT OUR AGENCY:

I opened my agency in 2016 and currently lead a team of four. My State Farm journey began in college when I worked part-time as a team member before building my career as a personal banker and eventually returning to open my own agency. Outside of work, I'm a parent of two young children and enjoy animals, plants, being outdoors, and relaxing with my family.

Our agency offers health benefits, a Simple IRA, paid holidays, vacation time, and a strong commitment to work-life balance. We want our team members to have the opportunity to grow professionally, maximize their earning potential, and enjoy a rewarding long-term career.

Our culture is straightforward, respectful, and drama-free. We get along well, work together to provide great service, and stay focused on achieving our goals. I'm looking for someone who is sincere, patient, considerate, and team-oriented, with the motivation to help our agency grow while reaching their own professional and financial goals.

ROLE DESCRIPTION:

Ngoc Phung - 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.

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.
• Bilingual Vietnamese highly preferred.