Receptionist - State Farm Agent Team Member

Chelsea Mathis - State Farm Agent; Vacaville (CA); On-site; USD 19,000 - 28,000; Part time

Benefits offered by this job

Opportunity for advancement

Job summary

Mathis Insurance and Financial Services Inc in Vacaville, CA is seeking a receptionist who is organized and customer-focused. You will greet customers, schedule appointments, and support the team with administrative tasks.

This part-time role offers opportunities to learn about insurance products, engage with clients to propose options, and contribute to a friendly, productive office environment. Some CRM and Microsoft Office experience preferred.

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.

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

Customer service

Interpersonal skills

Communication

Organizational skills

Sales conversations

Education

Basic computer skills

Tools

Microsoft Office

CRM systems

Job description

• Opportunity for advancement

ROLE DESCRIPTION

Mathis Insurance and Financial Services Inc 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.

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.

Compensation: $17.00 per hour

Do you want a career and not just a job?

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. We attribute our success to having afun, energetic environment that is an enjoyable place to work. Our team works hardto reach our goalstogether as a teamand have fun while we are doing it!

About Our Agency

• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
• We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Health Insurance, and Renters Insurance.
• Our office is located in Vacaville, CA.
• I am a second generation State Farm agent.

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

Are you willing and able to commute to our office in Vacaville, CA 95687? *

This is a part-time position.

Our employment process requires an in-depth background investigation verifying clear criminal history.

Referral code from a current employee If no code provided, add their name instead.

• Make a difference in your community every day
• Gain confidence and grow your career
• Earn benefits and rewards that are second to none