Account Associate - State Farm Agent Team Member

ABOUT OUR AGENCY: I opened my agency in 2020 and currently lead a close-knit team of three. Before becoming a State Farm agent, I spent 11 years in the financial services and banking industry, bringing a strong background in helping people make informed financial decisions. I’m a graduate of Temple University’s Fox School of Business, married, and a proud dad to a wonderful daughter.

We enjoy staying connected to our community and finding opportunities to support the people and organizations around us. Our agency offers health benefits, a SIMPLE IRA, paid time off, licensing reimbursement, professional coaching and development, and a strong commitment to work-life balance. We also offer the State Farm Agent Aspirant Program for team members interested in developing toward future agency ownership.

Our culture is relaxed, positive, and focused on growth. We’ve created a great environment where team members can enjoy coming to work while continuing to develop professionally. I’m looking for someone who is highly motivated, ready to learn, and excited to build a rewarding career with a supportive team. 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.