Account Associate - State Farm Agent Team Member

ABOUT OUR AGENCY: I opened my agency in 2016 and currently lead a team of five. Before joining State Farm, I served in the military for 20 years as a pilot and also owned another insurance agency. Our agency is built on delivering exceptional service while creating opportunities for both our customers and team members to succeed.

We believe in taking ownership, building relationships, and continually improving. For our team, we offer health benefits, group life insurance, a Simple IRA, and a strong commitment to work-life balance. We strive to provide a supportive environment where team members can build rewarding, long-term careers. Our culture is relaxed but high-performing.

I'm looking for someone who takes initiative, is comfortable making outbound calls, and enjoys identifying opportunities to grow existing customer relationships. If you're motivated, proactive, and ready to make an impact, we'd love to meet you. ROLE DESCRIPTION: As an 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.