Administrative Skills, Business Administration, CLU, Computer Skills, Customer Relationship Management (CRM) Systems, Customer Support/Service, Detail Oriented, Establish Priorities, Financial Services, Insurance, Interpersonal Skills, Microsoft Office, Multitasking, Organizational Skills, Sales, Schedule Development, Team Player, Track Customer Issues, Training/Teaching
- Flexible schedule
- Opportunity for advancement
- Training & development
- Bonus based on performance
- Competitive salary
- Paid time off
ABOUT OUR AGENCY:
Our office culture is the cornerstone of our success, with a dynamic and enjoyable work environment where we prioritize hiring individuals who bring positive energy and contribute to our team's collective greatness. Our dedicated team of 6 full-time and 6 part-time agency members combines over 100 years of collective insurance experience and we strive to create a work environment that feels like family.
Brian, our agency leader, is a long-time resident of Southeastern Wisconsin, and has served the Brookfield, WI area and neighboring communities as a trusted State Farm Agent since 2003. With a Bachelor of Business Administration from the University of Wisconsin-Milwaukee and professional designations of CLU and ChFC, he brings a deep understanding of insurance and financial services.
We’re looking for someone who wants more than just a job. If you’re motivated by purpose, value teamwork, and want to make a positive impact—we’d love to meet you!
ROLE DESCRIPTION:
Brian Brecklin - 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.
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Brian Brecklin - State Farm Agent