Receptionist - State Farm Agent Team Member

Tracey-Sova---State-Farm-Agent; Tuscaloosa (AL); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Wellness resources

Bonus based on performance

Competitive salary

Job summary

Tracey-Sova---State-Farm-Agent is seeking an experienced, highly-organized executive assistant/receptionist to support a growing auto/home/ personal insurance office. The role blends administrative duties with customer engagement and sales opportunities, requiring discretion and professionalism.

You will greet clients, manage schedules, aid onboarding, handle inquiries, and assist in sales transactions to drive growth while delivering exceptional customer service.

Qualifications

• 3+ years in executive assistant or customer service.
• Strong communication and interpersonal skills.
• Organizational and multitasking abilities.
• Sales experience helpful.
• Basic computer skills; CRM and Microsoft Office.

Responsibilities

• Greet customers in person and over the phone and direct to team members.
• Support engagement efforts to provide customers with expanded product options.
• Act as the point of contact between our Agent and clients.
• Complete sales transactions for the Agent.
• Handle high-level customer service issues with follow-up.
• Assist with staff onboarding/offboarding and equipment setup.
• Prepare high quality emails and messages to customers.
• Manage appointments and office communications.
• Maintain customer records and handle inquiries.
• Provide administrative support across the organization.
• Identify opportunities to offer insurance options to customers.
• Offer excellent customer service and follow up on needs.

Skills

Customer service

Communication

Organization

Sales

CRM

Tools

Microsoft Office

CRM systems

Job description

Benefits:

• Opportunity for advancement
• Paid time off
• Training & development
• Wellness resources
• Bonus based on performance
• Competitive salary

We have a great opportunity for an experienced, highly-organized, detail-oriented self-starter with a personable demeanor. You are the glue that keeps our team together. You’re enthusiastic, flexible and a team player with strong interpersonal and communication skills who operates well in a fast-paced, ever-changing environment. This isn’t a traditional admin-focused receptionist / executive assistant role – the role requires discretion, professionalism, and the ability to manage multiple priorities effectively. Our mission (and yours if you accept it) is to provide our customers with a pleasant, easy & upfront experience when it comes to auto insurance, home insurance & other personal insurance needs. We are committed to offering the highest quality customer experience. We have been doing this since 2012 and we’re poised for exponential growth in 2026.

RESPONSIBILITIES:

• Greet customers warmly in person and over the phone, directing them to the appropriate team members.
• Support Customer Engagement efforts by enabling the sales organization to provide customers with expanded product options
• A general understanding of and appreciation for the driven, results-oriented mindset of an entrepreneur.
• Act as the point of contact between our Agent and clients.
• Complete sales transactions for the Agent.
• Handle high-level customer service issues that require consistent follow-through & follow-up
• Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
• Produce high quality emails and messages to customers
• A varied enough background to support a fast-growing company.
• Manage appointment scheduling and office communications.
• Assist in handling incoming inquiries and maintaining customer records.
• Responsible for performing general administrative support tasks involved in an organization.
• Engage in conversations with prospective and existing customers, identifying opportunities to offer insurance options.
• Provide excellent customer service and follow up on customer's needs.

QUALIFICATIONS:

• Min 3 years prior experience in an executive assistant, receptionist or customer service role.
• Prior sales experience or experience is a sales organization is helpful
• Communication and interpersonal skills.
• Organizational and multitasking abilities.
• Comfortable with engaging in sales conversations.
• Basic computer skills, including Microsoft Office and CRM systems.
• Must be able to obtain Property & Casualty License
• Must be able to obtain Life & Health license

BENEFITS:

• Paid time off (holidays and personal/sick days)
• $32,000 - $39,000 Annual Base Pay + uncapped commissions & bonuses
• Base pay is determined by interview & experience level
• Growth potential/opportunities for advancement within my agency: TOP PERFORMERS who are self-motivated and coachable will thrive with our enhanced compensation plan.
• Bonuses include additional paid time off, annual vacation to various locations in the southeast, team bonuses & more.

If you are NOT already licensed, we are willing to guide you through the certification process and get you trained. Mostly, we are looking for someone that is out-going, a positive thinker, a motivated self-starter, likes working with people from all walks of life, pays attention to details, is extremely organized & creative.

Must be ready to dedicate yourself to the position and be highly motivated to bring about positive change in the company.