Receptionist - State Farm Agent Team Member

Megan Borland - State Farm Agent; Thiensville (WI); Sur place; USD 32 000 - 42 000; Plein temps

Avantages offerts par ce poste

Simple IRA

License reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Résumé du poste

Megan Borland - State Farm Agent is seeking a friendly Receptionist to warmly greet clients, manage appointments, and handle inquiries. You will support the team with administrative tasks and maintain customer records, contributing to a smooth office operation.

The role emphasizes customer service, communication, and basic computer skills, with opportunities to engage in sales conversations and grow within the agency.

Qualifications

• Previous experience in a receptionist or customer service role.
• Strong communication and interpersonal skills.
• Well organized with multitasking ability.
• Comfortable with engaging in sales conversations.
• Basic computer skills including Microsoft Office and CRM systems.

Responsabilités

• Greet customers warmly in person and over the phone and direct to the right team member.
• Manage appointment scheduling and office communications.
• Assist with inquiries and maintain customer records.
• Engage with customers to identify opportunities for insurance options.
• Provide excellent customer service and follow up on needs.
• Support the team with administrative tasks and projects.

Connaissances

Receptionist experience

Customer service

Communication skills

Organizational skills

Sales conversations

Basic computer skills

Description du poste

BENEFITS:

• Simple IRA
• License reimbursement
• 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 2010 and currently lead a team of three. Before becoming a State Farm agent, I worked in corporate marketing within the financial industry. I'm an Indiana University graduate who loves traveling, snow skiing, volleyball, and spending time with my dogs.

Giving back to the community is important to me. I'm an active member of the local Rotary Club and proudly support the local Lions Club. Building strong relationships with our community is a big part of what we do.

Our agency offers PTO, a Simple IRA, a health stipend, licensing reimbursement, work-life balance, and plenty of bonus opportunities, including monthly and quarterly incentives and team trips. We believe in rewarding hard work and helping our team build successful careers.

Our culture is easygoing, customer-focused, and built on open communication. We enjoy learning together, supporting one another, and having fun while we work. I'm looking for someone who wants to grow, and I'd especially love to help someone who dreams of owning their own agency one day.

ROLE DESCRIPTION:

Megan Borland - 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.

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.