Receptionist - State Farm Agent Team Member
Oregon City
Receptionist - State Farm Agent Team Member
Full Time • Oregon City
Benefits:
- Competitive salary
- Dental insurance
- Health insurance
Bilingual Office Assistant – State Farm Insurance Agency
Position: Office Assistant / Administrative Support
Department: Agency Operations
Employment Type: Full-Time or Part-Time
Reports To: Office Manager / Agency Owner
Location: Agency Office
Department: Agency Operations
Employment Type: Full-Time or Part-Time
Reports To: Office Manager / Agency Owner
Location: Agency Office
Position Overview
We are seeking a dependable, highly organized, and detail-oriented Office Assistant to support the daily operations of our State Farm Insurance Agency.
The Office Assistant plays an important role in keeping the office organized, supporting team members, maintaining accurate records, and ensuring that administrative tasks are completed efficiently.
This position is ideal for someone who enjoys working in a structured environment, takes initiative, follows through on assignments, and is comfortable managing multiple responsibilities.
The primary objective is to help the agency operate smoothly so that our licensed team members can focus on customer relationships, insurance servicing, and sales.
Key Responsibilities
1. Daily Administrative Support
- Assist the Office Manager with daily administrative responsibilities.
- Maintain organized office records, documents, and electronic files.
- Monitor assigned administrative tasks and ensure timely completion.
- Support team members with document preparation, filing, and follow-ups.
- Maintain accurate records in agency management systems.
- Assist with scanning, uploading, and organizing customer documentation.
- Identify incomplete tasks and communicate outstanding items to the appropriate team members.
2. Customer Communication & Office Support
- Answer incoming phone calls professionally and courteously.
- Greet customers and visitors.
- Direct customer inquiries to the appropriate licensed team member.
- Assist with scheduling customer appointments and policy review meetings.
- Make customer birthday calls to maintain positive relationships.
- Respond to basic administrative inquiries within the scope of the position.
- Take accurate messages and ensure appropriate follow-up.
- Assist with outgoing customer correspondence and appointment reminders.
3. Underwriting Email & Document Management
- Review designated shared underwriting email folders.
- Organize incoming underwriting correspondence.
- Create ECRM tasks for underwriting requests based on established alphabetical assignments.
- Route urgent underwriting communications to the appropriate team members.
- Assist with tracking missing documents and pending administrative requirements.
- Maintain orderly shared folders and ensure requests are not overlooked.
- Escalate time-sensitive issues to the Office Manager.
Qualifications
Required:
- Bilingual: Russian or Ukrainian
- Excellent organizational and time-management skills.
- Strong attention to detail.
- Professional verbal and written communication.
- Basic computer proficiency, including Microsoft Outlook, Word, and Excel.
- Ability to manage multiple tasks and prioritize deadlines.
- Dependable, punctual, and responsible.
- Positive attitude and willingness to learn.
- Ability to work independently and as part of a team.
- Commitment to maintaining customer confidentiality.
Preferred:
- Previous administrative or office support experience.
- Experience working in a customer service environment.
- Familiarity with CRM or task management systems.
- Previous insurance office experience.
- Bilingual communication skills.
Opportunities for Growth
This position offers opportunities to develop knowledge of insurance agency operations and customer service.
With appropriate training, licensing, and demonstrated performance, the Office Assistant may have opportunities to advance into positions such as:
- Customer Service Representative
- Licensed Insurance Account Manager
- Insurance Sales Representative
- Office Operations Coordinator
Our Expectations
We believe that strong administrative support is essential to delivering an exceptional customer experience.
The Office Assistant is expected to demonstrate professionalism, accountability, efficiency, and a willingness to support the entire team.
Our Standard: Be organized, be dependable, communicate clearly, and take ownership of every assigned responsibility.
Compensation: $39,000.00 - $43,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Oregon City, OR and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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