Account Manager - State Farm Agent Team Member

April Welch - State Farm Agent

Greenwood Village, CO

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JOB DETAILS

SKILLS

Billing, Bookkeeping, Business Operations, Communication Skills, Customer Support/Service, Detail Oriented, English Language, Executive Assistant Skills , Farm Management, Health Insurance, Health Plan, Human Resources, Insurance, Leadership, Multilingual, Onboarding, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Sales Management, Spanish Language, Spreadsheets, Team Player, Time Management, Training/Teaching, Travel Planning, Writing Skills

LOCATION

Greenwood Village, CO

POSTED

30+ days ago

Benefits:

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

ABOUT OUR OFFICE:
April has been proudly serving the community as a State Farm agent since 2002, bringing over two decades of experience and leadership to the business. Our close-knit team of ten operates across two offices and is built on shared values like growth, connection, and integrity. We foster a supportive, people-first culture where genuine relationships and a commitment to doing what's right are at the center of everything we do.

We believe in creating an environment where team members feel valued, supported, and inspired to grow—both personally and professionally. Here’s what we offer:

PTO and benefits available after just 90 days
Employer-matched 401(k)
Health insurance with 50% employer contribution
12 BetterHelp sessions per year for mental wellness
Quarterly team-building events and an annual holiday party
Snacks on-site to keep you fueled
Continuous professional development opportunities

If you're someone who thrives in a collaborative environment, values honest and compassionate service, and wants to make a meaningful impact—this is a place where you can truly grow.

ROLE DESCRIPTION:
As the Account Manager/Agent's Executive Assistant with April Welch, you equip our agency to continually achieve its goals. You empower our agency by working closely with the agent creating a working duo team that works on the efficient execution while freeing up the agent.

The agent's executive assistant reflects the agency leadership and a conduit to the agent in managing the day-to-day operations of multiple businesses while maintaining the agent well informed. The Executive Assistant will also work closely with location managers and corporate departments.

RESPONSIBILITIES:

Managing agent's calendar & email correspondence.
Scheduling & tracking & overseeing payroll & bookkeeping, assuring all gets done on a timely basis.
Human Resources - tracking PTO, Health Benefits, onboarding team, updating Handbook.
Booking Travel Arrangements personal and professional
Overseeing business tracking reports are done on a timely basis meeting deadlines.
Coordinating day-to-day business operations with various agency managers, employees & corporate executives.
Visiting and working from two & maybe three agencies developing strong relationships with managers & employees.
Provide prompt, accurate, and friendly customer service as needed. Service can include responding to inquiries regarding insurance availability, coverages, policy changes, transfers, claims and billing clarification (as needed).
Ensure the office is well-maintained, and continuously equipped to successfully meet customer needs and to market relevant products.

QUALIFICATIONS:

Excellent communication skills - written, verbal, and listening
Bilingual English & Spanish (preferred but not required)
Some experience with bookkeeping, taxes, spreadsheets, travel, etc is required
Highly organized and detail-oriented
Experience in customer service required.
Proactive in problem-solving
Able to work with multiple location managers & employees
Strong technology skillsets
Able to coordinate & collaborate with multiple location managers & employees to achieve agency goals.
Candidate must be able to commute to both Lakewood and Greenwood Village office when needed.
Candidate is required or must be willing to get licensed.

This posting is for a Full-Time role but we are also open to Part-Time availability. If hired as part time, please note that benefits will not apply.

Account Manager - State Farm Agent Team Member

April Welch - State Farm Agent

Greenwood Village, CO

About the Company

April Welch - State Farm Agent

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