Receptionist - State Farm Agent Team Member Job at Kevin Lei - State Farm Agent, Mountain View, CA

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  • Kevin Lei - State Farm Agent
  • Mountain View, CA

Job Description

Job Description

Job Description

Benefits:

  • Simple IRA
  • Hiring bonus
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
ABOUT OUR AGENCY:
Our agency opened in 2026 and is a growing team of two with plans to expand. Before becoming a State Farm agent, I worked with another insurance company, bringing valuable industry experience and a strong customer-focused approach into the agency.

I attended UC Davis and am married with two kids. I enjoy staying active, love sports, and spend as much time outdoors as possible.

For our team, we offer paid holidays, PTO, health benefits, a Simple IRA, and a hiring bonus to support your success and growth.

Our office culture is energetic, supportive, and growth-focused. Were looking for someone who is coachable, hardworking, and a true team player - someone who is motivated, manages their time well, and is ready to grow with a new and expanding agency.

ROLE DESCRIPTION:
Kevin Lei - 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 or Mandarin Chinese preferred.

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