Receptionist - State Farm Agent Team Member

Brian Brecklin - State Farm Agent
  • West Allis, WI
  • Full-time
30+ days ago

Job Description

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

ABOUT OUR AGENCY:
Our office culture is the cornerstone of our success, with a dynamic and enjoyable work environment where we prioritize hiring individuals who bring positive energy and contribute to our team's collective greatness. Our dedicated team of 6 full-time and 6 part-time agency members combines over 100 years of collective insurance experience and we strive to create a work environment that feels like family.

Brian, our agency leader, is a long-time resident of Southeastern Wisconsin, and has served the Brookfield, WI area and neighboring communities as a trusted State Farm Agent since 2003. With a Bachelor of Business Administration from the University of Wisconsin-Milwaukee and professional designations of CLU and ChFC, he brings a deep understanding of insurance and financial services. 

We’re looking for someone who wants more than just a job. If you’re motivated by purpose, value teamwork, and want to make a positive impact—we’d love to meet you!

ROLE DESCRIPTION:
Brian Brecklin - 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.

Numbers & Facts

LocationWest Allis, WI
Job TypeFull-time

Skills

  • Administrative Skillsunmatched
  • Business Administrationunmatched
  • CLUunmatched
  • Computer Skillsunmatched
  • Customer Relationship Management (CRM) Systemsunmatched
  • Customer Support/Serviceunmatched
  • Detail Orientedunmatched
  • Establish Prioritiesunmatched
  • Financial Servicesunmatched
  • Insuranceunmatched
  • Interpersonal Skillsunmatched
  • Microsoft Officeunmatched
  • Multitaskingunmatched
  • Organizational Skillsunmatched
  • Salesunmatched
  • Schedule Developmentunmatched
  • Team Playerunmatched
  • Track Customer Issuesunmatched
  • Training/Teachingunmatched

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