M
Not Specified Permanent

Mequon, Wisconsin · USA job

Receptionist - State Farm Agent Team Member

Megan Borland - State Farm Agent

Mequon, Wisconsin

Job description

Job DescriptionJob DescriptionBenefits:
  • Simple IRA
  • License reimbursement
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule

ABOUT OUR AGENCY:
I opened my agency in 2010 and currently lead a team of three. Before becoming a State Farm agent, I worked in corporate marketing within the financial industry. I'm an Indiana University graduate who loves traveling, snow skiing, volleyball, and spending time with my dogs.
Giving back to the community is important to me. I'm an active member of the local Rotary Club and proudly support the local Lions Club. Building strong relationships with our community is a big part of what we do.
Our agency offers PTO, a Simple IRA, a health stipend, licensing reimbursement, work-life balance, and plenty of bonus opportunities, including monthly and quarterly incentives and team trips. We believe in rewarding hard work and helping our team build successful careers.
Our culture is easygoing, customer-focused, and built on open communication. We enjoy learning together, supporting one another, and having fun while we work. I'm looking for someone who wants to grow, and I'd especially love to help someone who dreams of owning their own agency one day.
ROLE DESCRIPTION:
Megan Borland - 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.

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