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Receptionist - State Farm Agent Team Member

Job Expired

Benefits:
  • 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.

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