Agent's Assistant - State Farm Agent Team Member
3 days ago
Grapevine
Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Company parties, • Competitive salary, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development We are a growing, multi-location insurance and advisory agency focused on delivering exceptional service while building strong internal systems, accountability, and culture. As we continue to scale, were looking for a highly organized, proactive Operations / Administrative Assistant to help keep the business running smoothly behind the scenes. This role is ideal for someone who loves structure, checklists, follow-through, and being the glue that holds operations together. Role Overview The Operations / Administrative Assistant supports day-to-day administrative and operational needs across the agency. Youll work closely with leadership to coordinate workflows, manage documentation, support HR and payroll processes, and ensure nothing slips through the cracks. This is a high-trust role that requires discretion, attention to detail, and strong communication skills. Key Responsibilities Operations & Administrative Support • Manage calendar, meetings, and agendas for COO, • Prepare documents, reports, and trackers, • Maintain organized digital files and operational documentation, • Track deadlines, action items, and recurring operational tasksHR & People Operations Support, • Assist with onboarding and offboarding processes, • Support personnel file management and compliance documentation, • Coordinate updates in commission system and regular audits of system functionality (in partnership with payroll/HR), • Help maintain policies, SOPs, and internal process documentationWorkflow & Process Coordination, • Help manage task boards, dashboards, or trackers (e.g., Monday.com or similar tools), • Follow up with managers and team members on assigned action items, • Support process improvements and consistency across officesIPS Team Support, • Schedule and confirm quality appointments for investment team, • Maintain notes system for investment client dataQualifications, • Strong organizational skills with exceptional attention to detail, • High level of professionalism, discretion, and confidentiality, • Comfortable managing multiple priorities in a fast-paced environment, • Strong written and verbal communication skills, • Proficiency with Microsoft Office, Excel, and task management tools, • Experience supporting HR, payroll, or operations is a plusIdeal Candidate Traits, • Naturally organized and process-driven, • Proactiveanticipates needs before being asked, • Calm, dependable, and steady under pressure, • Comfortable following checklists and enforcing follow-through This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.