Account Associate - State Farm Agent Team Member

ABOUT OUR AGENCY: I’ve been in business for 20 years and currently lead a team of six. Over the years, we’ve built a stable, experienced agency centered on doing right by our customers and creating a workplace where people can build rewarding, long-term careers. Our approach is simple: we tell the truth, do the right thing, and work diligently for our customers.

Those values guide how we serve our community, work together as a team, and approach every customer relationship. Our agency offers a $300 monthly health insurance stipend, a 401(k) with employer match, and a schedule that supports work-life balance - including closing at 1:00 PM on Fridays. Our culture is professional, supportive, and grounded in integrity.

We’re looking for someone who shares our commitment to doing the right thing, takes pride in their work, and wants to contribute to a dependable team where both customers and employees are valued. 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.