Receptionist - State Farm Agent Team Member

Kevin Lei - State Farm Agent
  • Mountain View - CA, CA
  • Full-time
30+ days ago

Job Description

Benefits:
  • Simple IRA
  • Hiring bonus
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

ABOUT OUR AGENCY:
Our agency is built around a diverse, experienced team committed to helping customers protect what matters most. Together, our team brings more than 70 years of combined State Farm experience, providing a strong foundation of industry knowledge, customer service, and trusted guidance.


We help individuals and families with a wide range of insurance and financial service needs, taking the time to understand each customer’s situation and provide personalized options. Our goal is to build lasting relationships while delivering the knowledgeable, attentive service our customers deserve.


I attended UC Davis and am married with two kids. Outside of the office, I enjoy staying active, spending time outdoors, and all things sports.


For our team, we offer paid holidays, PTO, health benefits, a Simple IRA, and a hiring bonus. We’re committed to creating an environment where team members feel supported and have opportunities to learn, contribute, and grow professionally.


Our office culture is energetic, supportive, and growth-focused. We’re looking for someone who is coachable, hardworking, and a true team player - someone who manages their time well, takes initiative, and wants to contribute to an experienced and collaborative team.

ROLE DESCRIPTION:
Kevin Lei - 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 or Mandarin Chinese preferred.

Numbers & Facts

LocationMountain View - CA, CA
Job TypeFull-time

Skills

  • Administrative Skillsunmatched
  • Computer Skillsunmatched
  • Customer Relationship Management (CRM) Systemsunmatched
  • Customer Support/Serviceunmatched
  • Detail Orientedunmatched
  • Financial Servicesunmatched
  • Health Insuranceunmatched
  • Insuranceunmatched
  • Interpersonal Skillsunmatched
  • Mandarin Chinese Languageunmatched
  • Microsoft Officeunmatched
  • Multilingualunmatched
  • Multitaskingunmatched
  • Organizational Skillsunmatched
  • Salesunmatched
  • Schedule Developmentunmatched
  • Spanish Languageunmatched
  • Sportsunmatched
  • Team Playerunmatched
  • Track Customer Issuesunmatched
  • Training/Teachingunmatched

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