Account Associate - State Farm Agent Team Member
7 days ago
Atlanta
Job DescriptionBenefits: • Simple IRA, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off Agent Lockaby fosters team camaraderie through activities like bowling, attending Atlanta United and Braves games, and organizing group lunches. Last year, the entire team took a beach trip to Mexico for a fantastic bonding experience. Position Overview: Were looking for a highly organized and proactive team member to support our agency with scheduling, client service, sales support, and general office coordination. This role is flexible and is open to either full-time or part-time availability. Some benefits may not apply if hired as part-time. Responsibilities • Manage agent's calendar: schedule and confirm appointments, block focus time, and prepare meeting packets., • Draft meeting agendas, capture action items, and follow up on next steps., • Handle light travel and errands as needed (pickups/returns, post office, office supplies)., • Answer phones, triage inquiries, and route to the appropriate team member., • Return voicemails, send follow-up emails/texts, confirm receipt of documents, and set appointments., • Send reminders, thank-you notes, and client touchpoints., • Track sales and bonus progress, prepare a weekly scoreboard, and maintain a wins list., • Post light updates to social media (using approved templates), collect reviews, and request testimonials., • Assist in planning team events, such as outings and the annual holiday party (venue research, dates, budget)., • Prepare and process forms, scan/upload documents, name files properly, and maintain compliance checklists., • Take notes during daily huddles, provide end-of-day recaps, and share next-day priorities.Requirements, • Reliable transportation for occasional errands and office needs., • Strong organizational skills with attention to detail., • Clear communication skills, both written and verbal., • Comfortable handling multiple priorities and shifting between tasks., • Professional and reliable with a positive, team-oriented approach., • Basic proficiency with Microsoft Office or Google Workspace; willing to learn new systems.