Account Manager - State Farm Agent Team Member

Account Manager/Agent's Executive Assistant

As the Account Manager/Agent's Executive Assistant with April Welch, 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 reflects 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 Executive Assistant will also work closely with location managers and corporate departments.

Responsibilities:

• Managing agent's calendar & email correspondence.
• Scheduling & tracking & overseeing payroll & bookkeeping, assuring all gets done on a timely basis.
• Human Resources - tracking PTO, Health Benefits, onboarding team, updating Handbook.
• Booking Travel Arrangements personal and professional
• 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)
• Some experience with bookkeeping, taxes, spreadsheets, travel, etc is 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.
• Candidate must be able to commute to both Lakewood and Greenwood Village office when needed.
• Candidate is required or must be willing to get licensed.

This posting is for a Full-Time role but we are also open to Part-Time availability. If hired as part time, please note that benefits will not apply. Compensation: $24.00 - $28.00 per hour

About Our Agency

• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
• Our office is located in Lakewood, CO.