Executive Assistant & Office Coordinator (Insurance)

Lupe Martinez; Conroe (TX); On-site; USD 35,000 - 40,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Tuition assistance

Vision insurance

Job summary

Lupe Martinez - State Farm Agent is seeking a Receptionist - State Farm Agent Team Member to support daily operations and client interactions in a fast-paced office.

The ideal candidate has 2-4 years of administrative experience, strong communication skills, and proficiency with Microsoft Office and CRM software. This role offers paid time off and retirement plan options, with a competitive salary.

Qualifications

• 2–4 years of executive or administrative assistant experience.
• Strong written and verbal communication; bilingual a plus.
• Proficient in Word, Excel, PowerPoint, Outlook; CRM experience.
• Excellent organizational and multitasking abilities.
• Proactive, customer-service oriented and independent.
• Willingness for ongoing training and development.

Responsibilities

• Provide administrative support including scheduling and communications.
• Perform personal assistant tasks for the agent and team.
• Prepare documents for client meetings, presentations, and reports.
• Handle calls and inquiries with excellent customer service.
• Generate daily, weekly, and monthly performance reports.
• Maintain organized records and data entry.

Skills

Communication

Bilingual (pref)

Organizational skills

Customer service

Independent work

Multitasking

Education

Tools

Microsoft Office

CRM software

Job description

Lupe Martinez - State Farm Agent is seeking a Receptionist - State Farm Agent Team Member to support daily operations and client interactions in a fast-paced office.

The ideal candidate has 2-4 years of administrative experience, strong communication skills, and proficiency with Microsoft Office and CRM software. This role offers paid time off and retirement plan options, with a competitive salary.