Operations Manager - State Farm Agent Team Member

Hank Gerdes - State Farm Agent; Buda (TX); On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Dental insurance

Employee discounts

Advancement opportunities

Paid time off

Training & development

Performance bonus

Competitive salary

Health insurance

401(k)

Flexible schedule

Job summary

Hank Gerdes is seeking a people-leadership and operations professional to guide daily execution at a growing two-location State Farm agency with 14+ team members. This role emphasizes coaching, accountability, and performance across Sales, Customer Service, and Life teams, rather than pure sales production.

The ideal candidate will manage dashboards, staffing, and processes, ensuring high service standards and timely follow-through, with a focus on building a collaborative, results-driven

Qualifications

• Proven manager of 10+ employees in a high-volume environment.
• Strong Excel/reporting, KPI management and CRM use.
• Excellent communicator with coaching mindset and accountability.

Responsibilities

• Own daily dashboards, exception reports, aging and staffing across two offices.
• Coach leaders of Sales, Customer Service and Life teams; partner with them on execution.
• Monitor service standards: calls per rep, live lead transfers, discovery and turnaround time.
• Track sales execution: hot leads, quotes, referrals and lead conversions.
• Provide concise daily exception reports and weekly performance reviews to leadership.
• Coordinate schedules, onboarding, training and process improvements; foster a positive culture.

Skills

Leadership

Team management

Coaching

KPI management

Excel reporting

CRM familiarity

Communication

Tools

CRM software

Job description

Benefits

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

THE OPPORTUNITY

Lead daily execution and accountability for a growing, two-location State Farm agency with approximately 14+ team members and expanding. This is a people-leadership and operational performance role - not an individual insurance sales production position.

KEY RESPONSIBILITIES

• Own daily activity dashboards, exception reports, task aging, staffing coverage and follow-through across both offices.
• Hold Sales, Customer Service and Life team leaders accountable for coaching and execution; partner with them rather than replace their day-to-day leadership.
• Monitor service standards: 25+ answered calls per service representative per day, 2+ qualified live lead transfers, FORM discovery, timely service completion and client responsiveness.
• Track sales execution: hot-lead follow-up, auto/fire quote activity, referrals, short-term disability and Life opportunities, and live lead conversion.
• Run brief daily leadership check-ins, document performance gaps and corrective actions, and provide Hank a concise daily exception report and weekly performance review.
• Coordinate schedules, coverage, onboarding, training and process improvements; maintain a positive, accountable team culture.

AUTHORITY AND REPORTING

Directly accountable to Hank. Authorized to set daily priorities, review performance, coach leaders and recommend corrective action. Hank retains final decisions on hiring, termination, pay and formal discipline.

IDEAL CANDIDATE

• Proven manager of 10+ employees; insurance agency or comparable high-volume sales/service operations experience preferred.
• Highly organized, confident and personable leader who follows through, handles difficult conversations professionally and builds trust.
• Strong Excel/reporting skills, KPI management, workflow improvement and comfort with CRM/task systems; State Farm experience a plus.

COMPENSATION AND SUCCESS MEASURES

Base: $80,000+ depending on experience. Target annual performance bonus: $20,000+
Target total compensation: approximately $125,000+.
First 90 days: establish reliable reporting, improve activity consistency and service turnaround, and demonstrate measurable leader follow-through.