Agent's Assistant - State Farm Agent Team Member

State Farm; Grapevine, Northern (TX, KY); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

Company parties

Competitive salary

Dental insurance

Flexible schedule

Training & development

Job summary

State Farm Agent Team in Grapevine, TX is seeking an Operations/Administrative Assistant to support daily administrative and operational needs across the agency. You will coordinate workflows, maintain documentation, support HR and payroll processes, and ensure tasks are completed accurately.

This high-trust role requires discretion, attention to detail, and strong communication. Ideal candidate is organized, proactive, and comfortable working with leadership to drive efficiency across multiple

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.

Responsibilities

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

Skills

Strong organizational skills

Discretion & confidentiality

Written & verbal communication

Proficiency with Microsoft Office

HR/payroll support experience

Tools

Microsoft Excel

Monday.com

Job description

Agent's Assistant - State Farm Agent Team Member

Full Time in Grapevine - TX

Compensation

$42,000.00 - $62,000.00 per year

Benefits

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

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
• 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

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

Additional Information

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

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.

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