Receptionist - State Farm Agent Team Member at Pete Mathison - State Farm Agent | NY, US | Rezi

Receptionist - State Farm Agent Team Member at Pete Mathison - State Farm Agent

Receptionist - State Farm Agent Team Member

Pete Mathison - State Farm Agent · NY, US

3 weeks ago

Receptionist - State Farm Agent Team Member

Pete Mathison - State Farm Agent · NY, US

24 days ago
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About the Role

This role is ideal for someone who thrives in a professional office environment, enjoys helping others, and is motivated to grow into a licensed insurance sales position. As our front desk Receptionist, you’ll be the first point of contact for clients—creating a welcoming, professional experience while supporting daily agency operations. You’ll gain hands-on exposure to the insurance business, learn the client lifecycle, and receive mentorship from experienced team members—all while preparing to pursue licensing and transition into a sales role if it’s the right fit.

Responsibilities

  • Greet clients and visitors professionally—in person, over the phone, and via email
  • Manage scheduling, appointments, and day-to-day office communications
  • Support administrative tasks including maintaining records and organizing documentation
  • Handle basic customer inquiries and route clients to licensed team members as needed
  • Participate in client interactions to identify needs and uncover potential coverage gaps
  • Assist with quoting support, follow-ups, and outreach efforts
  • Collaborate with the team on office operations and special projects

Requirements

  • Customer service, administrative, or retail/sales experience is a plus
  • Strong communication and interpersonal skills
  • Highly organized, detail-oriented, and eager to learn
  • Comfortable engaging with customers and exploring sales opportunities
  • Proficient in Microsoft Office and adaptable to new systems
  • Interest in obtaining a Property & Casualty and/or Life & Health license (guidance provided)

Salary/Compensations

  • Competitive salary

Benefits

  • 401(k) matching
  • Bonus based on performance
  • Opportunity for advancement
  • Paid time off
  • Training & development

About the Company

  • This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.

Equal Opportunity

  • Pete Mathison State Farm is an Equal Opportunity Employer.
  • We are committed to creating an inclusive environment for all applicants and employees and do not discriminate based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or veteran status.