RECEPTIONIST - STATE FARM AGENT TEAM MEMBER

Brian Brecklin - State Farm Insurance Agent; West Allis (WI); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Flexible schedule

Opportunity for advancement

Training & development

Bonus based on performance

Competitive salary

Paid time off

Job summary

Brian Brecklin - State Farm Agent in Wisconsin is seeking a friendly Receptionist - State Farm Agent Team Member to greet customers, manage schedules, and support daily office operations. The ideal candidate is organized, personable, and eager to learn about insurance and financial services.

You will engage with prospective and existing customers, identify opportunities to offer insurance options, and ensure accurate record-keeping.

Qualifications

• Previous experience in a receptionist or customer service role.
• Strong communication and interpersonal skills.
• Well organized with ability to multitask.
• 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

Receptionist experience

Customer service

Communication skills

Organizational skills

Sales conversations

CRM systems

Microsoft Office

Tools

Microsoft Office

CRM systems

Job description

About Our Agency

Our office culture is the cornerstone of our success, with a dynamic and enjoyable work environment where we prioritize hiring individuals who bring positive energy and contribute to our team's collective greatness. Our dedicated team of 6 full-time and 6 part-time agency members combines over 100 years of collective insurance experience and we strive to create a work environment that feels like family.

Responsive recruiter

Replies within 24 hours

Benefits

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

About Our Agency

Our office culture is the cornerstone of our success, with a dynamic and enjoyable work environment where we prioritize hiring individuals who bring positive energy and contribute to our team's collective greatness. Our dedicated team of 6 full-time and 6 part-time agency members combines over 100 years of collective insurance experience and we strive to create a work environment that feels like family.

Brian, our agency leader, is a long-time resident of southeastern Wisconsin, and has served the Brookfield, WI area and neighboring communities as a trusted State Farm Agent since 2003. With a Bachelor of Business Administration from the University of Wisconsin-Milwaukee and professional designations of CLU and ChFC, he brings a deep understanding of insurance and financial services.

We’re looking for someone who wants more than just a job. If you’re motivated by purpose, value teamwork, and want to make a positive impact—we’d love to meet you!

Role Description

Brian Brecklin - 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, we invite you to apply and become a valued member of our team.

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 $45,000.00 - $55,000.00 per year