Account Associate - State Farm Agent Team Member

ABOUT OUR AGENCY: I opened my agency in 2021 and currently lead a team of three. I spent two years as a State Farm team member before being offered the opportunity to open my own agency - a dream I've had since high school. My wife and I have five kids, and you'll usually find us at a soccer field, hockey rink, or playing pickleball together.

Giving back to the community is a big part of who we are. I serve on the local Chamber of Commerce Board and as a Chamber Ambassador, and our agency enjoys supporting youth athletics, golf outings, and other community events. Our agency offers health benefits, a Simple IRA, flexible PTO, a strong commitment to work-life balance, and shortened office hours on Fridays.

We believe in creating an environment where our team can succeed both professionally and personally. Our culture is supportive, flexible, and growth-focused. I'm looking for someone with integrity who is self-motivated, hungry to succeed, and excited to make a positive impact on our customers and community. 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.