Agency Operations & Client Support Coordinator

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 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.