Account Manager - State Farm Agent Team Member

Aprilwelch; Greenwood Village (CO); On-site; USD 55,000 - 78,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k) matching

Job summary

April Welch is seeking an Account Manager/Executive Assistant to support the agent in daily operations and corporate coordination. The role focuses on calendar management, scheduling, and payroll oversight while ensuring smooth collaboration across two or more offices.

Ideal candidates will be bilingual (English/Spanish preferred), organized, and customer-service oriented, with experience in bookkeeping and office administration.

Qualifications

• Excellent communication skills, written and verbal.
• Bilingual English & Spanish preferred.
• Experience with bookkeeping, taxes, spreadsheets, and travel.
• Highly organized and detail-oriented.
• Experience in customer service required.
• Proactive problem-solving ability.
• Able to work with multiple location managers and employees.
• Strong technology skills.
• Able to coordinate with multiple managers to achieve agency goals.
• Must be able to commute to Lakewood and Greenwood Village offices; licensing may be required.

Responsibilities

• Manage agent's calendar and email correspondence.
• Schedule, track, and oversee payroll and bookkeeping tasks.
• Handle human resources tasks: PTO, benefits, onboarding, handbook updates.
• Coordinate travel arrangements for personal and professional trips.
• Oversee timely creation of business tracking reports and deadlines.
• Collaborate with agency managers, employees, and corporate executives.
• Visit and work from two or more agency offices to build relationships.
• Provide prompt, friendly customer service regarding insurance products and billing.

Skills

Excellent communication

Bilingual English/Spanish

Bookkeeping experience

Highly organized

Customer service

Problem solving

Coordinate with managers

Tech savvy

Team collaboration

Licensed candidate

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k) matching

ABOUT OUR OFFICE:

April has been proudly serving the community as a State Farm agent since 2002, bringing over two decades of experience and leadership to the business. Our close-knit team of ten operates across two offices and is built on shared values like growth, connection, and integrity. We foster a supportive, people-first culture where genuine relationships and a commitment to doing what's right are at the center of everything we do.

We believe in creating an environment where team members feel valued, supported, and inspired to grow—both personally and professionally. Here’s what we offer:

• PTO and benefits available after just 90 days
• Employer-matched 401(k)
• Health insurance with 50% employer contribution
• 12 BetterHelp sessions per year for mental wellness
• Quarterly team-building events and an annual holiday party
• Snacks on-site to keep you fueled
• Continuous professional development opportunities

If you're someone who thrives in a collaborative environment, values honest and compassionate service, and wants to make a meaningful impact—this is a place where you can truly grow.

ROLE DESCRIPTION:

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.