Receptionist - State Farm Agent Team Member

Mark Welty - State Farm Agent; Tulsa (OK); On-site; USD 26,000 - 38,000; Full time

Benefits offered by this job

License Reimbursement

Simple IRA

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Mark Welty - State Farm Agent seeks a motivated receptionist to greet customers, manage appointments, and support daily operations. You will handle inquiries, maintain records, and contribute to sales conversations with clients in a friendly, professional environment.

The right candidate will be organized, detail-oriented, and eager to learn the insurance industry while delivering outstanding customer service in a busy Tulsa office.

Qualifications

• Experience in receptionist or customer service roles.
• Strong communication and interpersonal skills.
• Ability to organize and multitask in a busy office.
• Comfortable engaging in sales conversations with customers.
• Basic computer skills including CRM and MS Office.

Responsibilities

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

Skills

Customer service

Communication

Organizational skills

Sales conversations

CRM basics

Tools

CRM systems

Microsoft Office

Job description

Benefits:

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

Role Description:

Mark Welty - 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. 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.