Receptionist - State Farm Agent Team Member

Job DescriptionJob DescriptionBenefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Training & development
• Tuition assistance
• Vision insurance

ROLE DESCRIPTION:
Lupe Martinez - 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 seeking a highly organized and proactive Executive Assistant to support our insurance agent in managing daily operations and enhancing productivity. The ideal candidate will have 2-4 years of experience in an administrative role, preferably in the insurance or financial services industry, and possess strong customer service skills.
Key Responsibilities:

• Provide comprehensive administrative support to the insurance agent, including managing schedules, appointments, and communications.
• Perform personal assistant tasks and errands as needed to support the insurance agent and office team members in daily activities.
• Prepare and organize documents for client meetings, presentations, and reports.
• Handle incoming calls and inquiries, ensuring excellent customer service and timely follow-up to enhance client satisfaction.
• Generate comprehensive reports for the office on a daily, weekly, and monthly basis to track performance and client interactions.
• Manage office tasks such as filing, data entry, and maintaining organized records.

Qualifications:

• 2-4 years of experience as an executive or administrative assistant, preferably in the insurance or financial services sector.
• Excellent communication skills, both written and verbal; preference given to bilingual candidates.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and comfortable with CRM software.
• Strong organizational skills and the ability to multitask in a fast-paced environment.
• Proven customer service skills, with the ability to build rapport and trust with clients and team members.
• A proactive approach to problem-solving and the ability to work independently.

Benefits:

• Competitive salary with opportunities for growth.
• Comprehensive health insurance, including dental and vision.
• Paid time off and holidays.
• Retirement plan options with employer matching.
• Ongoing training and professional development opportunities.

If you are a motivated and detail-oriented professional with a passion for customer service looking to support a dynamic insurance agent, we encourage you to apply. Please submit your resume and a cover letter detailing your relevant experience.