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Excel Agency Jobs in California (NOW HIRING)

Whether you're an early adopter of gadgets, or an Excel whiz, or took a computer science class in ... Prior experience at a media agency, ad tech platform, or in an agency-facing sales or partnerships ...

Whether you're an early adopter of gadgets, or an Excel whiz, or took a computer science class in ... Prior experience at a media agency, ad tech platform, or in an agency-facing sales or partnerships ...

Physical Therapist

Irvine, CA ยท On-site

$100K - $120K/yr

Excel Sports Management is an industry-leading sports agency representing top-tier talent, blue-chip brands and marquee properties. Our success is rooted in our people, our high character reputation ...

Physical Therapist

Irvine, CA ยท On-site

$100K - $120K/yr

Physical Therapist Irvine, California, United States Excel Sports Management is an industry-leading sports agency representing top-tier talent, blue-chip brands and marquee properties. Our success is ...

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Excel Agency information

What is an Excel Agency?

An Excel Agency is a specialized service provider that offers expertise in Microsoft Excel to help businesses and individuals with data analysis, automation, reporting, and spreadsheet solutions. These agencies typically employ skilled Excel professionals who can create custom templates, optimize existing spreadsheets, automate workflows using macros and VBA, and provide training or consulting. Their goal is to improve efficiency, accuracy, and data-driven decision-making for clients using the powerful features of Excel.

What types of projects or clients does an Excel Agency professional typically work with, and how does this influence daily responsibilities?

At an Excel Agency, professionals often collaborate with a diverse range of clients across various industries, such as finance, marketing, or operations, who require customized data solutions and automation. This variety means that daily responsibilities can include everything from developing advanced Excel models and dashboards to providing training or troubleshooting complex spreadsheet issues. Working closely with both internal team members and clients is common, requiring strong communication and project management skills. The dynamic nature of the work keeps tasks interesting but also demands adaptability and continuous learning to meet unique client needs.

What are the key skills and qualifications needed to thrive as an Excel Agency professional, and why are they important?

To succeed as an Excel Agency professional, you generally need expertise in digital marketing, client relationship management, and campaign strategy, often supported by relevant degrees or certifications. Familiarity with tools such as Google Analytics, Facebook Ads Manager, CRM systems, and project management software is typical. Strong communication, creativity, and problem-solving skills make candidates stand out in this fast-paced environment. These abilities are crucial for delivering measurable results to clients and fostering lasting business relationships.

What is the difference between Excel Agency vs Data Entry Specialist?

AspectExcel AgencyData Entry Specialist
Required CredentialsProficiency in Excel, basic administrative skillsTyping speed, attention to detail, basic computer skills
Work EnvironmentOffice or remote, project-basedOffice, data-focused tasks
Employer & Industry UsageMarketing, consulting, staffing agenciesHealthcare, finance, retail
Search & Comparison IntentUnderstanding agency services vs individual rolesJob responsibilities, skills required

Excel Agency typically refers to a staffing or consulting firm specializing in Excel-related projects, while a Data Entry Specialist is an individual role focused on inputting data accurately. The agency provides services and staffing solutions, whereas the specialist performs specific tasks. Both roles require Excel skills, but the agency often manages multiple clients and projects, offering broader services.

What cities in California are hiring for Excel Agency jobs?

Cities in California with the most Excel Agency job openings:

Infographic showing various Excel Agency job openings in California as of August 2026, with employment types broken down into 1% Internship, 81% Full Time, 13% Part Time, 1% Temporary, and 4% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution.

Agency Manager - State Farm Agent Team Member

Long Beach, CA โ€ข On-site

$65K - $85K/yr

Full-time

Medical, Retirement, PTO

Re-posted 13 days ago


Job description

Benefits:
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

Position Overview:
The Erica Ruiz State Farm Agency is seeking an experienced and licensed Agency Manager to lead daily office operations and support the continued growth of our team. This role is ideal for a motivated insurance professional who enjoys leading people, building strong processes, and delivering exceptional service to customers.
As Agency Manager, you will work closely with the Agent to oversee office operations, coach and develop team members, and ensure customers receive the high level of service our agency is known for. You will play a key leadership role in maintaining a productive, organized, and customer-focused environment.
If you are a licensed insurance professional with management experience and a passion for helping teams succeed, this could be an excellent opportunity to grow your career in agency leadership.
Key Responsibilities:
  • Oversee daily office operations to ensure an efficient and organized work environment
  • Partner with the Agent to create and maintain strong, process-driven workflows for the office
  • Motivate, mentor, and support both new hires and long-term team members
  • Assist with onboarding and training to help team members perform at a high level
  • Handle escalated customer concerns and resolve issues with professionalism and care
  • Retain customers by helping them understand the value of their insurance protection
  • Monitor team productivity and help maintain a positive and supportive office culture
  • Utilize office tools such as Excel, Word, Outlook, and Outlook Calendar to maintain organization and efficiency
  • Step into a leadership role when the Agent is unavailable and help guide the team
Qualifications:
  • Active Property/Casualty and Life/Health licenses required
  • Prior management or leadership experience
  • Strong ability to motivate, coach, and develop a team
  • Excellent communication and conflict resolution skills
  • Highly organized with strong attention to detail
  • Comfortable using Microsoft Office (Excel, Word, Outlook)
  • Ability to multitask and prioritize in a fast-paced office environment
Ideal Candidate:
The ideal candidate is someone who takes initiative, leads by example, and enjoys helping a team perform at a high level. You are comfortable balancing leadership, customer service, and operational responsibilities while supporting the Agent and ensuring the office runs smoothly.
This role is perfect for an experienced insurance professional who wants to take on a leadership position and make a meaningful impact on the success of the Erica Ruiz State Farm Agency.