Account Associate - State Farm Agent Team Member

ABOUT OUR AGENCY: I opened my agency in 2025 and currently lead a team of four. Before becoming an agent, I spent six years working as a State Farm team member, where I developed a passion for helping customers and building a strong team. Being involved in the community is important to us. Our agency is active with the San Marcos Chamber of Commerce, sponsors local youth baseball and softball leagues, and proudly supports a community 5K each Christmas season.

Our agency offers PTO, paid holidays, licensing reimbursement, and a strong commitment to work-life balance. As a growing agency, we're focused on creating an environment where our team can succeed and enjoy coming to work. Our culture is close-knit, hardworking, and fun. I'm looking for someone who fits well with our team, enjoys collaborating with others, and is passionate about providing outstanding customer service.

If you're a team player with a positive attitude, 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.