Agent's Assistant - State Farm Agent Team Member

Lauren Stone - State Farm Agent; Grapevine (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Flexible schedule

Paid time off

Training & development

Job summary

Lauren Stone - State Farm Agent in Grapevine, Texas, is seeking a highly organized and proactive Operations / Administrative Assistant. This position involves supporting day-to-day administrative tasks, managing workflows, and providing HR support. The ideal candidate should have strong organizational skills, attention to detail, and excellent communication abilities. Proficiency in Microsoft Office and experience in supporting HR or operations are highly desirable. The position offers opportunities for advancement and a competitive salary.

Qualifications

• Strong organizational skills with exceptional attention to detail.
• High level of professionalism, discretion, and confidentiality.
• Comfortable managing multiple priorities in a fast-paced environment.

Responsibilities

• Manage calendar, meetings, and agendas for COO.
• Assist with onboarding and offboarding processes.
• Help manage task boards, dashboards, or trackers.

Skills

Strong organizational skills

Exceptional attention to detail

Strong written and verbal communication skills

Proficiency with Microsoft Office

Experience supporting HR, payroll, or operations

Tools

Microsoft Office

Monday.com or similar task management tools

Job description

Benefits

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

About Us

We are a growing, multi-location insurance and advisory agency focused on delivering exceptional service while building strong internal systems, accountability, and culture. As we continue to scale, we’re looking for a highly organized, proactive Operations / Administrative Assistant to help keep the business running smoothly behind the scenes.

Role Overview

The Operations / Administrative Assistant supports day-to-day administrative and operational needs across the agency. You’ll work closely with leadership to coordinate workflows, manage documentation, support HR and payroll processes, and ensure nothing slips through the cracks.

This is a high-trust role that requires discretion, attention to detail, and strong communication skills.

Key Responsibilities

Operations & Administrative Support

• Manage calendar, meetings, and agendas for COO
• Prepare documents, reports, and trackers
• Maintain organized digital files and operational documentation
• Track deadlines, action items, and recurring operational tasks

HR & People Operations Support

• Assist with onboarding and offboarding processes
• Support personnel file management and compliance documentation
• Coordinate updates in commission system and regular audits of system functionality (in partnership with payroll/HR)
• Help maintain policies, SOPs, and internal process documentation

Workflow & Process Coordination

• Help manage task boards, dashboards, or trackers (e.g., Monday.com or similar tools)
• Follow up with managers and team members on assigned action items
• Support process improvements and consistency across offices

IPS Team Support

• Schedule and confirm quality appointments for investment team
• Maintain notes system for investment client data

Qualifications

• Strong organizational skills with exceptional attention to detail
• High level of professionalism, discretion, and confidentiality
• Comfortable managing multiple priorities in a fast-paced environment
• Strong written and verbal communication skills
• Proficiency with Microsoft Office, Excel, and task management tools
• Experience supporting HR, payroll, or operations is a plus

Ideal Candidate Traits

• Naturally organized and process-driven
• Proactive—anticipates needs before being asked
• Calm, dependable, and steady under pressure
• Comfortable following checklists and enforcing follow-through
• Enjoys supporting leadership and enabling others to succeed