Account Associate - State Farm Agent Team Member

ABOUT OUR AGENCY: I opened my agency in 2019 after spending more than five years as a State Farm team member, giving me firsthand experience and a strong foundation in the insurance industry. Today, I lead a close-knit team of three, including two in-office team members and one remote team member. Outside of work, I'm the proud parent of three young children, so I understand the importance of balancing career, family, and long-term goals.

We offer health benefits, licensing reimbursement, opportunities for professional development and career growth, and a strong commitment to work-life balance. We believe in supporting our team both personally and professionally while creating an environment where everyone can succeed. Our culture is laid-back, collaborative, and supportive, with clear systems and processes that help our team succeed.

At the same time, we have high expectations for effort, accountability, and customer outreach. I'm looking for someone who is reliable, trustworthy, motivated, and ready to make an impact in a growing agency where every team member plays an important role. ROLE DESCRIPTION: As {{ job.name }} for {{ account.name }}, you are vital to our daily business operations and customers’ success.

You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES

• Manage customer accounts and update information in the database.
• Assist customers with policy changes and inquiries.
• Process insurance claims and follow up with customers on claim status.
• Coordinate with underwriters to ensure timely policy issuance.

QUALIFICATIONS

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred.