Receptionist - State Farm Agent Team Member

Bertoinsurance

Wisconsin

On-site

USD 40,000 - 60,000

Full time

14 days+

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Benefits offered by this job

Hiring Bonus
Performance-based bonus
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development

Job summary

A leading insurance agency in Saukville, WI is seeking a Receptionist to join their dynamic team. The ideal candidate will be highly organized and detail-oriented, responsible for greeting customers, managing office communications, and assisting with customer inquiries. Previous experience in a similar role is essential, along with strong communication and multitasking skills. This role offers a competitive salary, flexible scheduling, and opportunities for advancement within the company.

Qualifications

  • Previous experience in a receptionist or customer service role.
  • Strong communication and interpersonal skills.
  • Ability to manage multiple tasks effectively.
  • Comfortable engaging in sales conversations.

Responsibilities

  • Greet customers warmly in person and over the phone.
  • Manage appointment scheduling and office communications.
  • Assist in handling incoming inquiries and maintaining records.
  • Engage with customers to identify insurance opportunities.
  • Provide excellent customer service and follow up on needs.
  • Support the team with various administrative tasks.

Skills

Communication skills
Interpersonal skills
Organizational abilities
Multitasking abilities
Sales engagement
Basic computer skills

Tools

Microsoft Office
CRM systems

Job description

Receptionist - State Farm Agent Team Member

Full Time in Saukville, WI

Compensation: $40,000.00 - $60,000.00 per year.

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.

ROLE DESCRIPTION

Norberto Matos-Soto - 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.
BENEFITS
  • Hiring Bonus
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development
RECRUITMENT PROCESS

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