ROLE DESCRIPTION:
As a Client Success Specialist Office Executive Assistant at the Tammy Johnson State Farm Insurance Agency, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates. We’re looking for a dedicated, proactive, and customer-obsessed professional to join our team as an Executive Assistant & Client Success Specialist. This is more than a typical support role — you will be the guardian of the owner’s time and the friendly, problem-solving face of the business. You take pride in handling issues, so others don’t have to, protecting key people from unnecessary stress while ensuring every customer feels genuinely cared for.
RESPONSIBILITIES:
- Answer customer inquiries and provide policy information.
- Assist customers with policy changes and updates.
- Process insurance claims and follow up with customers.
- Maintain accurate records of customer interactions.
- Act as the first point of contact for customers — answering phones, responding to inquiries, and solving problems with a positive, can-do attitude.
- Provide high-level executive assistance to the owner, managing administrative tasks, scheduling, and shielding time so the focus stays on high-value work.
- Build and maintain strong relationships with existing customers — helping with retention, addressing concerns, and proactively making customers feel valued and supported.
- Conduct light sales activities with current customers when opportunities arise (no cold calling).
- Ask for customer referrals and testimonials to help the business grow.
- Handle difficult or frustrated customers gracefully so the owner doesn’t have to.
- Perform general administrative duties with strong attention to detail (emails, documentation, follow-ups, organization, etc.).
- Support the team in a collaborative, fun, and interactive environment.
- Be willing to come in early or stay late occasionally when the business needs it.
- Help identify ways to improve processes and contribute to overall business growth.
QUALIFICATIONS:
- Communication and interpersonal skills.
- Detail-oriented and able to multitask.
- Previous customer service experience preferred.
