Dynamic Executive Assistant to a Growth‑Oriented Insurance Agent

Michael Fortado - State Farm Agent; Plano (TX); On-site; USD 40,000 - 75,000; Full time

Job summary

Michael Fortado - State Farm Agent is seeking an Agent's Executive Assistant to support daily operations, customer relations, and growth initiatives in Plano, TX. The role involves promoting auto, home and life insurance, building relationships in the community, and gaining exposure to the agent’s business model.

Responsibilities include serving inquiries, educating clients on options, achieving marketing goals, and lead development.

Qualifications

• Strong customer service focus and communication at all levels.
• Ability to present and educate customers on insurance options.
• Self-motivated with goal-oriented sales mindset.
• Experience in marketing and developing leads.

Responsibilities

• Provide prompt, accurate, and friendly customer service.
• Educate customers about insurance options using needs-based reviews.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market products.

Skills

Customer service

Communication

Self-motivated

Presentation skills

Sales experience

Marketing experience

Education

Insurance license prerequisites

Job description

Michael Fortado - State Farm Agent is seeking an Agent's Executive Assistant to support daily operations, customer relations, and growth initiatives in Plano, TX. The role involves promoting auto, home and life insurance, building relationships in the community, and gaining exposure to the agent’s business model.

Responsibilities include serving inquiries, educating clients on options, achieving marketing goals, and lead development.