Account Associate - State Farm Agent Team Member

ABOUT OUR AGENCY: Our agency opened in 2013 and has grown into a close-knit team of nine who support each other and our customers every day. With a background in banking, I brought my experience in financial services into the insurance industry to help families protect what matters most. Family is at the center of everything I do.

I have one daughter, strong roots in Mexico, and a deep passion for empowering women and supporting others in their personal and professional growth. That same family-first mindset shapes the culture of our office. We stay active in the community by participating in events like back-to-school drives and Halloween celebrations, and we’re always looking for more ways to stay involved and give back locally.

Our team benefits from strong mentorship and personal development opportunities. We also offer team events along with incentives like extra pay or time off, health benefits, licensing support, and a strong emphasis on work-life balance. Our culture is family-oriented, diverse, and highly supportive. We have a close-knit team across both offices with great communication and a shared goal of helping each other succeed.

If you’re looking for a welcoming environment where you’ll be encouraged to grow and make a difference, this could be a great place for you. ROLE DESCRIPTION: As {{ job.name }} for {{ account.name }}, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.

You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

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.