Agent's Executive Assistant - State Farm Agent Team Member
Full Time • Boca Raton, FL
Responsive recruiter
ROLE DESCRIPTION:
As the agent's executive assistant with Rick Sanchez, you equip our agency to continually achieve its goals. You empower our agency by working closely with the agent creating a working duo team that works on the efficient execution while freeing up the agent. The agent's executive assistant is a reflection of the agency leadership and a conduit to the agent in managing the day-to-day operations of multiple businesses while maintaining the agent well informed. The EA will also work closely with location managers and corporate departments.
RESPONSIBILITIES:
As the agent's executive assistant with Rick Sanchez, you equip our agency to continually achieve its goals. You empower our agency by working closely with the agent creating a working duo team that works on the efficient execution while freeing up the agent. The agent's executive assistant is a reflection of the agency leadership and a conduit to the agent in managing the day-to-day operations of multiple businesses while maintaining the agent well informed. The EA will also work closely with location managers and corporate departments.
RESPONSIBILITIES:
- Managing agent's calendar & email correspondence.
- Scheduling & overseeing payroll & bookkeeping, assuring all gets done on a timely basis.
- Overseeing business tracking reports are done on a timely basis meeting deadlines.
- Coordinating day-to-day business operations with various agency managers, employees & corporate executives.
- Visiting and working from two & maybe three agencies developing strong relationships with managers & employees.
- Provide prompt, accurate, and friendly customer service as needed. Service can include responding to inquiries regarding insurance availability, coverages, policy changes, transfers, claims and billing clarification (as needed).
- Ensure the office is well-maintained, and continuously equipped to successfully meet customer needs and to market relevant products.
QUALIFICATIONS:
- Excellent communication skills - written, verbal, and listening
- Bilingual English & Spanish (preferred but not required)
- Highly organized and detail-oriented
- Experience in customer service required.
- Proactive in problem-solving
- Able to work with multiple location managers & employees
- Strong technology skillsets
- Able to coordinate & collaborate with multiple location managers & employees to achieve agency goals.
BENEFITS:
- Salary plus performance bonus incentives
- Vehicle expense allowance (including gas, tolls and business mileage usage)
- Paid time off (including holidays & personal/sick days)
- Health benefits
- Life insurance benefits
- Vision & dental benefits
- Disability benefits (long term)
- Pension plan with matching element
- Annual agency trip paid by the agency when goals achieved (we've travelled each of the last 33 years)
- Growth potential/opportunities for advancement within the agency
Compensation: $35,000.00 - $45,000.00 per year
Are You Driven & Ambitious?
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. We want to work alongside those who are equally committed to excellence and personal achievement. If you want to work in an environment that is fun, challenging, and rewarding, then Rick Sanchez - State Farm Agent may be the right fit for you!
About Our Agency
- Our office is located in various parts of Florida.
We look forward to speaking with you!
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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