What are the responsibilities and job description for the Receptionist - State Farm Agent Team Member position at Jordan Escobar - State Farm Agent?
Benefits:
- License reimbursement
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
ABOUT OUR AGENCY:
Our agency opened in 2024 and is a growing team of two with strong momentum and opportunity ahead. Before becoming a State Farm agent, I worked at Charles Schwab, bringing a financial services background and customer-focused approach into the business. I attended New Mexico State University and enjoy staying connected to the local community through events and outreach. Giving back and building relationships locally is something we value as a team.
For our team, we offer PTO, paid holidays, reimbursement for licensing costs, and a strong focus on work-life balance. We’re also flexible when it comes to personal needs - if something comes up, we work together to make it work.
What sets our agency apart is how we operate - always putting the customer’s best interests first. We offer a full range of products, including investment options, and take pride in creating a thoughtful and personalized customer experience. From sending handwritten thank-you cards to recognizing referrals, we go the extra mile to build lasting relationships. Internally, we keep things fun and engaging with quarterly outings, monthly bonuses, and a team that genuinely supports and celebrates each other’s wins.
Our office culture is flexible, energetic, and growth-focused. We believe in consistent coaching, ongoing training, and creating real opportunities for advancement. We’re looking for someone with strong communication skills who is coachable, competitive, and goal-oriented.
ROLE DESCRIPTION:
Jordan Escobar - 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 preferred.