Agent's Executive Assistant - State Farm Agent Team Member

Job Description

Job Description

ABOUT OUR AGENCY:
Our agency has been proudly serving the Miami community since 1990 and expanded to Boca Raton in 2012. With a combined team of 20 dedicated insurance professionals, we are proud to be nationally ranked and top-producing year after year. Over the past 30+ years, we’ve celebrated our team’s success with incredible, fully-paid trips to destinations like New York, the Caribbean, Las Vegas, Quebec, and more—next stop, Madrid, Spain!

Rick Sanchez, our agency owner, is a graduate of Saint Thomas University, where he played Division I collegiate baseball. As a man of faith, Rick is passionate about making a difference in the lives of his team and clients. He’s an avid supporter of charities such as Boys & Girls Clubs of America and St. Jude Children’s Research Hospital.

Our office culture is all about family, respect, and collaboration. We focus on providing every team member with the tools, training, and support they need to succeed. By fostering trust, confidence, and accuracy, we ensure that our team members thrive professionally while also creating financial opportunities for their families.

We’re looking for candidates with strong communication skills, a positive phone presence, organizational abilities, and tech-savviness to work within our systems. While being bilingual (English/Spanish) is a plus, it’s not a requirement. If you’re looking for a rewarding career in a supportive, growth-oriented environment, we’d love to hear from you!

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:

• 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