Account Associate - State Farm Agent Team Member

ABOUT OUR AGENCY: I opened my agency in 2001 and currently lead a close-knit team of three. Before becoming an agent, I worked internally with State Farm, giving me valuable experience and a strong foundation for agency ownership. We also have a yellow Lab who spends time in the office and is an important part of the team.

Our agency offers a 401(k), licensing reimbursement, and a strong commitment to work-life balance. We believe in giving our team the tools and flexibility they need to be successful. Our culture is relaxed, trusting, and team-oriented. I'm not a micromanager

• I believe in giving people the freedom to do their jobs and trusting them to follow through. I'm looking for a go-getter who takes initiative, gets the job done, and works well with everyone. If you're dependable, self-motivated, and enjoy being part of a close-knit team, 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.