Executive Assistant

Executive Assistant

Support Leadership | Drive Organization | Strengthen Agency Operations

At Texas Farm Bureau Insurance, we are seeking ahighly driven, detail-oriented, and exceptionally organized Executive Assistant to support agency leadership and help keep operations running smoothly. This role is ideal for a proactive professional who thrives in a fast-paced environment,embraces technology, and takes pride in being the backbone of a strong,team-first culture.

The Executive Assistant plays a key role in supporting leadership, coordinating communication, managing systems, and helping ensure agents and clients receive a high level of service. This position requires professionalism, adaptability, and a strong sense of ownership.

Position Overview

This role provides direct administrative, operational, and client-support assistance to leadership and agency teams. The ideal candidateis comfortable balancing multiple priorities, working inside CRM systems,utilizing AI tools, and maintaining a high level of organization and accuracy across all responsibilities.

This is a part-time role which will include 30 hours/week. 

Key Responsibilities

Administrative & Operational Support

·      Provide direct support to leadership with scheduling, coordination, and task management

·      Maintain organization across calendars,communications, and internal processes

·      Assist with reporting, tracking, and follow-through on agency initiatives

·      Help streamline office operations and improve workflow efficiency

 CRM & Technology Management

·      Work daily within CRM systems to manage clientand prospect data

·      Assist with data entry, tracking activity, and maintaining accurate records

·      Utilize Copilot and AI tools to improve productivity, organization, and communication

·      Support agents and leadership with system updates and process consistency

 Communication & Client Interaction

·      Maintain a professional and confident presence on the phone and in person

·      Communicate effectively with leadership, agents,clients, and internal partners

·      Assist with client service needs, follow-ups,and coordination when needed

·      Help ensure a positive, high-quality client experience

 Team & Culture Support

·      Act as a dependable team player who supports agency needs wherever necessary

·      Assist with special projects, events, and internal initiatives

·      Adapt quickly to changing priorities and organizational needs

Required Qualifications

·      Active General Lines Property & Casualty License (required and/or to be obtained within 60 days)

·      Strong organizational skills and extreme attention to detail

·      Ability to multitask and stay focused in a fast-paced environment

·      Experience working with CRM systems and digital tools

·      Comfort using AI tools such as Copilot to support productivity

·      Excellent written and verbal communication skills

·      Professional demeanor with strong phone etiquette and interpersonal presence

Preferred Traits

·      Highly self-motivated and driven to perform at a high level

·      Resourceful, proactive, and solutions-oriented

·      Adaptable and open to change as business needs evolve

·      Strong sense of ownership and accountability

·      Team-first mentality with a willingness to support others

·      Able to manage multiple priorities without losing accuracy

Ideal Candidate

This role is best suited for someone who thrives on organization, enjoys supporting leadership, and takes pride in keeping operations running smoothly. You are someone who anticipates needs, adapts quickly, and brings structure and clarity to a busy, high-performing environment.

If you are detail-oriented, tech-savvy, and passionate about supporting a mission-driven team that serves the community, this is an excellent opportunity to grow within a respected organization.