Agency Operations Assistant

State Farm Agent; Cumming (GA); On-site; USD 32,000 - 42,000; Full time

Job summary

Evan Profeta State Farm is seeking an organized, proactive Agency Operations Assistant to support the Agent and team with daily operations, client communication, and follow-up. This role offers growth as licensing is obtained and responsibilities expand into client service and office operations.

The ideal candidate enjoys working with people, staying organized, and helping a busy office run efficiently. Insurance licensing will be pursued after hire.

Qualifications

• Must be highly organized and detail-oriented.
• Strong communication and interpersonal skills.
• Professional and comfortable interacting with clients.
• Able to manage multiple priorities and a high volume of client interactions.
• Proactive, dependable, and willing to take ownership of follow-up.
• Comfortable learning new systems and processes.
• Insurance experience is not required.
• Willingness to obtain Property & Casualty and Life & Health licenses after hire.

Responsibilities

• Provide day-to-day administrative support to the Agent and team
• Coordinate client follow-up and prepare for policy review meetings
• Make outbound calls and assist with billing and account follow-up
• Answer incoming calls and connect clients with the appropriate team member
• Maintain accurate client records and document follow-up needs
• Help track outstanding tasks and ensure important items are completed
• Once licensed, assist with policy changes and additional client service needs
• Support other administrative and operational needs as they arise

Skills

Organization

Communication

Customer service

Multitasking

Proactive

System learning

Licensing willingness

Job description

Evan Profeta State Farm is seeking an organized, proactive, and personable Agency Operations Assistant to support the Agent and team with daily operations, client communication, and follow-up.

This is a great opportunity for someone who enjoys working with people, staying organized, and helping a busy office run efficiently. Insurance experience is not required, but the individual will be expected to obtain insurance licenses after hire as they grow into the role.

Primary Responsibilities

• Provide day-to-day administrative support to the Agent and team
• Coordinate client follow-up and prepare for policy review meetings
• Make outbound calls and assist with billing and account follow-up
• Answer incoming calls and connect clients with the appropriate team member
• Maintain accurate client records and document follow-up needs
• Help track outstanding tasks and ensure important items are completed
• Once licensed, assist with policy changes and additional client service needs
• Support other administrative and operational needs as they arise

Skills & Qualifications

• Highly organized and detail-oriented
• Strong communication and interpersonal skills
• Professional and comfortable interacting with clients
• Able to manage multiple priorities and a high volume of client interactions
• Proactive, dependable, and willing to take ownership of follow-up
• Comfortable learning new systems and processes
• Insurance experience is not required
• Willingness to obtain Property & Casualty and Life & Health licenses after hire

What This Role Can Grow Into

This role is designed to grow beyond traditional administrative support. As the individual becomes familiar with the agency and obtains their insurance licenses, they can take on greater responsibility in client service, sales, account management, and office operations.We are looking for someone who wants to become a trusted, long-term member of the team and grow alongside the agency.

About Our Agency

Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

We help customers with their insurance and financial service needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Crop Insurance, College Planning, Health Insurance, and Renters Insurance.

Our office is located in South Forsyth. Evan Profeta has been a State Farm agent since 2005 and currently has 6 team members at his agency. His agency has received awards including Ambassador Travel, Chairman’s Circle, Legion of Honor, Silver Scroll, and Bronze Tablet.

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.