Account Associate - State Farm Agent Team Member

Job Description

Job Description

Benefits: Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development Position Overview: We are seeking a customer-focused Account Associate to support daily agency operations and help drive growth through meaningful client interactions. This role blends front office support with customer engagement and product education. Key Responsibilities: Greet clients and manage incoming calls, texts, and emails Provide excellent customer service and assist with basic service needs Initiate conversations with prospective and current customers Ask thoughtful, needs-based questions to understand customer situations Educate customers on available insurance and financial service products Support follow-up on quotes, renewals, and account reviews Assist with administrative tasks, data entry, and appointment scheduling Qualifications: Strong communication and interpersonal skills Comfortable engaging in conversation and asking questions to understand needs Customer-focused with a proactive and positive approach Organized and able to multitask in a fast-paced environment Basic computer skills Preferred (Not Required): Background in customer service, administrative support, or marketing Experience in insurance or financial services Active insurance license or willingness to obtain Bilingual Spanish preferred