Receptionist

About the Role

The Receptionist in a State Farm agent’s office serves as the first point of contact for customers, managing incoming phone calls, greeting visitors, and directing inquiries in a professional and courteous manner. This full-time, on-site role in Auburn, CA includes scheduling appointments, handling routine customer service requests, and maintaining an organized reception and office environment.

Key Responsibilities

• Answering and directing phone calls
• Ordering office supplies
• Processing payments
• Reconciling bank statements
• Maintaining a clean and organized office
• Managing the office calendar
• Providing excellent customer service
• Scheduling appointments
• Handling routine customer service requests
• Assisting with basic administrative tasks such as data entry, filing, and processing mail
• Supporting the agent and team with daily office operations
• Providing general information about available products and services
• Helping connect customers with licensed team members for their insurance needs
• Other duties as assigned by the supervisor

Requirements & Tech Stack

• Proficiency in basic office administration, including data entry, filing, scheduling, and handling multi-line phone systems.
• Comfort using computers and common office software (e.g., email, word processing, spreadsheets, and CRM systems).

Qualifications

• Strong customer service and interpersonal skills, with the ability to communicate clearly and professionally in person and over the phone.
• Solid organizational and time-management abilities, with attention to detail and accuracy in completing tasks.
• Ability to work collaboratively in a small office environment, support team goals, and adapt to changing priorities.
• High school diploma or equivalent.
• Reliability, professionalism, and a commitment to maintaining confidentiality and following office procedures.
• Willingness to learn about State Farm products and services.
• Detail-oriented, flexible, dependable, and an effective communicator with a strong work ethic.
• Able to work independently and within a set schedule.

Prior experience in a receptionist, front desk, or customer-facing role is preferred.

Experience in insurance or financial services is a plus but not required.