Receptionist - State Farm Agent Team Member

Ashleigh-Mooney---State-Farm-Agent; Spanish Fort (AL); On-site; USD 29,000 - 36,000; Full time

Benefits offered by this job

Opportunity for advancement

Bonus based on performance

Job summary

Ashleigh Mooney - State Farm Agent is seeking a friendly Receptionist to join the team and help schedule appointments for policy reviews with existing customers. The role also supports social media, office supplies, and team events to maintain a welcoming office atmosphere.

Ideal candidates are outgoing, organized, dependable, and capable of managing a busy calendar while delivering excellent customer service over the phone and in person.

Qualifications

• Previous receptionist, administrative, customer service, or office experience preferred.
• Excellent communication and interpersonal skills.
• Friendly, professional, and comfortable speaking with customers by phone.
• Confident making outbound calls and asking customers to schedule appointments.
• Strong organizational skills with the ability to manage multiple responsibilities and follow through on tasks.
• Positive attitude and a willingness to take initiative.
• Creative and comfortable assisting with social media content and office activities.
• Detail-oriented, dependable, and team-focused.
• Basic computer skills, including Microsoft Office and the ability to learn CRM and scheduling systems.
• Ability to maintain professionalism and confidentiality when handling customer information.

Responsibilities

• Proactively contact customers to schedule appointments for policy reviews.
• Manage appointment calendar; confirm and follow up on appointments.
• Greet customers in person and on the phone; connect to the right team member.
• Provide excellent customer service and answer questions.
• Keep customer information accurate; assist with communications.
• Manage agency social media: create, schedule, post content.
• Monitor supplies and place orders.
• Keep office stocked with refreshments.
• Track team celebrations and events.
• Plan office activities and team-building events.
• Assist with admin tasks and special projects.
• Maintain a professional, welcoming office environment.

Skills

Reception experience

Communication skills

Phone etiquette

Outbound calling

Organization

Initiative

Social media assistance

Detail-oriented

Microsoft Office

CRM/scheduling systems

Tools

Microsoft Office

CRM systems

Scheduling software

Job description

Benefits:

• Opportunity for advancement
• Bonus based on performance

ROLE DESCRIPTION:

Ashleigh Mooney - State Farm Agent is a leading insurance agency dedicated to providing exceptional service and building lasting relationships with our customers. We are currently seeking a friendly, organized, and proactive individual to join our team as a Receptionist - State Farm Agent Team Member.

This position plays an important role in keeping our office connected with our current customers. The primary responsibility of this role is proactively scheduling appointments with existing customers for policy and insurance needs reviews. The ideal candidate is comfortable making outbound calls, enjoys talking with people, and can confidently manage a busy appointment calendar.

In addition to appointment scheduling, this person will help create a welcoming, organized, and positive office environment by assisting with social media, office supplies, customer service, and team celebrations and activities.

RESPONSIBILITIES:

• Proactively contact current customers to schedule appointments with the agent and team for policy reviews and insurance needs discussions.
• Maintain and manage the appointment calendar, including confirming appointments and following up as needed.
• Greet customers warmly in person and over the phone and connect them with the appropriate team member.
• Provide excellent customer service and assist with incoming customer questions and requests.
• Maintain accurate customer information and assist with office communications and follow-up.
• Manage the agency's social media presence, including helping create, schedule, and post engaging content across social media platforms.
• Monitor and maintain office supplies and place orders as needed.
• Keep the office stocked with coffee, drinks, snacks, and other everyday necessities.
• Keep track of team birthdays, holidays, anniversaries, and other special occasions.
• Help plan fun office activities, celebrations, contests, and team-building events that contribute to a positive workplace culture.
• Assist the agent, office manager, and team with administrative tasks and special projects as needed.
• Help maintain a professional, organized, welcoming, and upbeat office environment.

QUALIFICATIONS:

• Previous receptionist, administrative, customer service, or office experience preferred.
• Excellent communication and interpersonal skills.
• Friendly, professional, and comfortable speaking with customers by phone.
• Confident making outbound calls and asking customers to schedule appointments.
• Strong organizational skills with the ability to manage multiple responsibilities and follow through on tasks.
• Positive attitude and a willingness to take initiative.
• Creative and comfortable assisting with social media content and office activities.
• Detail-oriented, dependable, and team-focused.
• Basic computer skills, including Microsoft Office and the ability to learn CRM and scheduling systems.
• Ability to maintain professionalism and confidentiality when handling customer information.

WHAT WE'RE LOOKING FOR:

We are looking for someone who enjoys connecting with people and takes pride in keeping things organized. The right person will be proactive rather than waiting for the phone to ring or for a task to be assigned. They will understand that consistently scheduling customer review appointments is a key part of helping our agency provide excellent service and maintain strong relationships with our customers.

If you are outgoing, organized, dependable, and enjoy helping both customers and coworkers, we would love to hear from you.