Account Associate - State Farm Agent Team Member

ABOUT OUR AGENCY: I opened my agency in 2011 and currently lead a team of three. Before becoming an agent with State Farm, I worked in banking, which helped build my passion for customer service, relationship-building, and helping people make informed financial decisions. Community involvement is a huge part of who we are as an agency.

I stay active with the Montgomery Area Chamber of Commerce and volunteer through my local church. Our office regularly participates in food drives, turkey giveaways, feeding the homeless, and other community events because giving back is something we genuinely value. Our agency offers medical, dental, and vision insurance, a Simple IRA plan, licensing reimbursement, professional development opportunities, team-building events, and a strong focus on work-life balance.

We believe in creating an environment where team members feel supported and appreciated. Our office culture is close-knit, family-oriented, and built around teamwork and integrity. I’m looking for someone who truly wants to be part of the team and is passionate about providing customer-focused service. The ideal candidate is ethical, team-oriented, and genuinely cares about helping others.

If you’re looking for a supportive environment where relationships and community matter, this could be a great fit for you. 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.