Receptionist - State Farm Agent Team Member Conroe - TX

Lupe Martinez; Conroe (TX); On-site; USD 35,000 - 40,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Tuition assistance

Vision insurance

Job summary

Lupe Martinez - State Farm Agent is seeking a Receptionist - State Farm Agent Team Member to support daily operations and client interactions in a fast-paced office.

The ideal candidate has 2-4 years of administrative experience, strong communication skills, and proficiency with Microsoft Office and CRM software. This role offers paid time off and retirement plan options, with a competitive salary.

Qualifications

• 2–4 years of executive or administrative assistant experience.
• Strong written and verbal communication; bilingual a plus.
• Proficient in Word, Excel, PowerPoint, Outlook; CRM experience.
• Excellent organizational and multitasking abilities.
• Proactive, customer-service oriented and independent.
• Willingness for ongoing training and development.

Responsibilities

• Provide administrative support including scheduling and communications.
• Perform personal assistant tasks for the agent and team.
• Prepare documents for client meetings, presentations, and reports.
• Handle calls and inquiries with excellent customer service.
• Generate daily, weekly, and monthly performance reports.
• Maintain organized records and data entry.

Skills

Communication

Bilingual (pref)

Organizational skills

Customer service

Independent work

Multitasking

Education

Tools

Microsoft Office

CRM software

Job description

• 401(k)
• Health insurance
• Paid time off
• Tuition assistance
• Vision insurance

ROLE DESCRIPTION

Lupe Martinez - 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 seeking a highly organized and proactive Executive Assistant to support our insurance agent in managing daily operations and enhancing productivity. The ideal candidate will have 2-4 years of experience in an administrative role, preferably in the insurance or financial services industry, and possess strong customer service skills.

Key Responsibilities

• Provide comprehensive administrative support to the insurance agent, including managing schedules, appointments, and communications.
• Perform personal assistant tasks and errands as needed to support the insurance agent and office team members in daily activities.
• Prepare and organize documents for client meetings, presentations, and reports.
• Handle incoming calls and inquiries, ensuring excellent customer service and timely follow-up to enhance client satisfaction.
• Generate comprehensive reports for the office on a daily, weekly, and monthly basis to track performance and client interactions.
• Manage office tasks such as filing, data entry, and maintaining organized records.

Qualifications

• 2-4 years of experience as an executive or administrative assistant, preferably in the insurance or financial services sector.
• Excellent communication skills, both written and verbal; preference given to bilingual candidates.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and comfortable with CRM software.
• Strong organizational skills and the ability to multitask in a fast-paced environment.
• Proven customer service skills, with the ability to build rapport and trust with clients and team members.
• A proactive approach to problem-solving and the ability to work independently.
• Competitive salary with opportunities for growth.
• Paid time off and holidays.
• Retirement plan options with employer matching.
• Ongoing training and professional development opportunities.

Compensation $35,000.00 - $40,000.00 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.