Receptionist - State Farm Agent Team Member

Ruben Cardenas Jr - State Farm Agent

Boerne, TX

JOB DETAILS
SKILLS
Administrative Skills, Computer Skills, Customer Relationship Management (CRM) Systems, Customer Support/Service, Detail Oriented, Health Insurance, Insurance, Interpersonal Skills, Life Insurance, Microsoft Office, Multilingual, Multitasking, Organizational Skills, Sales, Schedule Development, Spanish Language, Track Customer Issues, Training/Teaching
LOCATION
Boerne, TX
POSTED
30+ days ago
Benefits:
  • Simple IRA
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Signing bonus
  • Training & development

ABOUT OUR AGENCY:
I am a second-generation State Farm Agent with 35 years of experience in the insurance industry, following in the footsteps of my father, who has been an agent for 52 years. I hold a finance degree from the University of Texas at Pan American and have continued my education with certifications from The American College, including ChFC, CASL, and RICP.


Our agency is a family-oriented team where collaboration, growth, and support are key values. We currently have two full-time licensed team members in the office and one part-time remote employee. We believe in rewarding hard work, offering a bonus plan based on individual production, and after one year, team members are eligible for a 3% matching Simple IRA plan. If you're looking for a welcoming, experienced, and supportive team, we'd love to have you join us!

ROLE DESCRIPTION:
Ruben Cardenas Jr - 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.
  • Bilingual Spanish preferred.
  • Property/Casualty or Life/Health insurance license.

About the Company

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Ruben Cardenas Jr - State Farm Agent