Account Associate - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Bonus based on performance
• Company parties
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Signing bonus
• Training & development
• 401(k)

ABOUT OUR AGENCY:
Call me Berto! As a proud Ozaukee native and Grafton High School alum, I genuinely love and value this community—and that passion carries through to our agency culture. We’ve built a fun, energetic, and family-oriented environment that truly feels like home.

From weekly team luncheons to a snack room stocked with everyone’s favorite treats, we prioritize connection, laughter, and support while doing meaningful work for our customers. If you're looking for a workplace where relationships matter and your energy is appreciated, we’d love to meet you.

ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Norberto Matos-Soto - State Farm Agent, 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.