Account Associate - State Farm Agent Team Member

ABOUT OUR AGENCY: I opened my agency in 2014 and currently lead a team of four. My background includes both financial services and military service. I previously owned a brokerage business before transitioning into the pharmaceutical industry and eventually returning to financial services with State Farm. I started with State Farm as an intern before ultimately opening an agency of my own.

I’m a graduate of the University of Houston and its ROTC program and spent the first 10 years of my career on active duty, including flying helicopters and participating in rescue missions. Service continues to be an important part of my life. I’m involved with the Civil Air Patrol and its cadet program, the American Legion, and Texas Boys State, where I help educate young people about how our government works.

I’m also passionate about supporting veterans. Our agency gives back through the Angel Tree Program and supports organizations including the Salvation Army and Rise Recovery. Our agency offers a Simple IRA, licensing reimbursement, and a strong commitment to work-life balance. We want our team members to have the opportunity to build successful careers while maintaining balance outside of the office.

Teamwork is at the heart of our culture. We recognize that everyone brings different strengths and weaknesses to the table, and we believe in accepting, supporting, and helping one another succeed. I’m looking for someone who is coachable, works well with others, and understands the value of being part of a true team.

If you’re looking for a supportive environment where people work together and invest in each other’s success, we’d love to meet you. ROLE DESCRIPTION: As Account Associate for {{ account.name }}, you are vital to our daily business operations and customers’ success. You help grow our office through meaningful customer relations and acting as a liaison between customer needs and agency departments.

You improve the lives of customers by proactively marketing relevant products and services.

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.
• Bilingual Spanish preferred.