Receptionist - State Farm Agent Team Member

Isabel Degollado - State Farm Agent
  • San Antonio, TX
  • Full-time
30+ days ago

Job Description

Benefits:
  • License Paid by Agency
  • Simple IRA
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development

ABOUT OUR AGENCY:
Our agency opened in 2018 and has grown to a strong team of six. We offer an IRA match and PTO, and we’re proud of the growth-focused culture that defines our office.


When bringing on new team members, I look for people who are organized, respectful, goal oriented, and have a strong sense of urgency — individuals who thrive in an environment that’s always looking to improve and move forward.


We’re also deeply involved in our community and take part in a variety of local events and partnerships. If you’re someone who values growth, teamwork, and making an impact, this could be the perfect place to build your career.


ROLE DESCRIPTION:
Isabel Degollado - 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 clients and visitors, assist with check-in, and direct them to the appropriate team member.
  • Answer incoming calls, provide basic information, schedule appointments, and route inquiries as needed.
  • Maintain accurate client records, notes, and communications within the agency CRM.
  • Collect, organize, scan, and process documents to support policy changes, applications, and service requests.
  • Accept and process payments, issue receipts, and maintain accurate payment records.
  • Assist clients with basic account needs, including online account registration and document collection.
  • Support the team with administrative tasks, filing, and maintaining a professional reception area.
  • Handle sensitive client information with confidentiality and professionalism.
QUALIFICATIONS:
  • Strong customer service and phone communication skills.
  • Detail-oriented with accurate data entry abilities.
  • Comfortable using computers, CRM systems, and office software.
  • Ability to manage multiple tasks in a fast-paced environment.
  • Professional written and verbal communication skills.
  • Insurance industry experience is a plus, but not required; training will be provided.

Numbers & Facts

LocationSan Antonio, TX
Job TypeFull-time

Skills

  • Administrative Skillsunmatched
  • Calendar Managementunmatched
  • Communication Skillsunmatched
  • Customer Relationship Management (CRM)unmatched
  • Customer Relationship Management (CRM) Systemsunmatched
  • Customer Support/Serviceunmatched
  • Data Entryunmatched
  • Detail Orientedunmatched
  • Insuranceunmatched
  • Maintenance Servicesunmatched
  • Multitaskingunmatched
  • Organizational Skillsunmatched
  • Presentation/Verbal Skillsunmatched
  • Record Keepingunmatched
  • Support Documentationunmatched
  • Telephone Skillsunmatched
  • Training/Teachingunmatched
  • Writing Skillsunmatched

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