Receptionist - State Farm Agent Team Member

Marc Tedaldi - State Farm Agent; Town of Mount Pleasant (NY); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

License reimbursement

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Marc Tedaldi - State Farm Agent in Mount Pleasant, NY is seeking a friendly receptionist to greet clients, answer phones, manage appointments, and keep customer records up to date within a busy office environment.

You will engage with prospective and current customers, offering insurance options when appropriate, while delivering strong service. Bilingual Spanish is preferred; training and development, paid time off, and a flexible schedule are offered.

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 Spanish preferred.

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

Receptionist experience

Customer service

Communication skills

Organizational skills

Sales conversations

Microsoft Office

CRM systems

Bilingual Spanish

Tools

CRM systems

Microsoft Office

Job description

Benefits:

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

ABOUT OUR AGENCY:

I opened my agency in 2012 and currently lead a close-knit team of four. Before becoming a State Farm agent, I worked in financial services, giving me a strong foundation in helping people understand their options and make informed financial decisions. I’m a graduate of Saint John’s University and, outside of work, I’m a proud husband and father of one daughter.

Supporting our local community is important to us. Our agency enjoys sponsoring area schools, Boy Scouts, and other local organizations and community groups throughout the year.

Our agency offers paid time off, paid holidays, licensing reimbursement, and a strong commitment to work-life balance. We want our team members to have the support they need to build successful careers while still having time for the things that matter outside of work.

Our office is friendly, supportive, and people-focused. I’m looking for someone who genuinely enjoys talking with and getting to know others. The right person is outgoing, personable, coachable, and willing to learn, with a positive attitude and a natural ability to connect with people. Above all, we want a genuinely nice person who will contribute to a great team environment and take excellent care of our customers.

ROLE DESCRIPTION:

Marc Tedaldi - 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 Spanish preferred.