Receptionist - State Farm Agent Team Member New Windsor & Warwick - NY

Phillip Williams - State Farm Insurance Agent; Town of Windsor (NY); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Bonus based on performance

Free uniforms

Opportunity for advancement

Paid time off

Job summary

Phillip Williams State Farm Agency in New Windsor, NY is seeking a friendly receptionist to greet clients, manage appointments, and support daily office operations.

You will engage in sales conversations, maintain customer records, and collaborate with the team to deliver outstanding service while building your knowledge of insurance products.

Strong communication, organization, and basic computer/CRM skills are essential; the role offers a bonus, uniforms, advancement opportunities and PTO.

Qualifications

• Previous experience in a receptionist or customer service role.
• Excellent communication and interpersonal skills.
• Strong organizational and multitasking abilities.
• Comfortable with engaging in sales conversations.
• Basic computer skills, including Microsoft Office and CRM systems.

Responsibilities

• Greet clients in person and over the phone and direct them to the appropriate team members.
• Manage appointment scheduling and office communications.
• Assist in handling inquiries and maintaining customer records.
• Engage in sales conversations with prospective and existing clients, offering insurance solutions.
• Provide excellent customer service and follow up on client needs.
• Support the team with administrative tasks and projects.

Skills

Receptionist experience

Customer service

Communication skills

Organizational skills

Sales conversations

Microsoft Office

CRM systems

Tools

Microsoft Office Suite

CRM software

Job description

Full Time in New Windsor & Warwick - NY

• Bonus based on performance
• Free uniforms
• Opportunity for advancement
• Paid time off

ROLE DESCRIPTION

Phillip Williams State Farm Agency is a leading insurance agency dedicated to providing exceptional service to our clients. 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, we invite you to apply and become a valued member of our team.

Responsibilities

• Greet clients 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 sales conversations with prospective and existing clients, identifying opportunities to offer insurance solutions.
• Provide excellent customer service and follow up on client needs.
• Support the team with various administrative tasks and projects.

Qualifications

• Previous experience in a receptionist or customer service role.
• Excellent communication and interpersonal skills.
• Strong organizational and multitasking abilities.
• Comfortable with engaging in sales conversations.
• Basic computer skills, including Microsoft Office and CRM systems.

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.