Account Associate - State Farm Agent Team Member

Job Description

Job Description

Benefits: License Reimbursement 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Our agency has been proudly serving the community since 2016, built on a foundation of teamwork, trust, and genuine care for both our customers and our team members. Before opening the agency, I worked as an entrepreneur, and my inspiration to join State Farm came from my uncle, who was also an agent. I’m a proud Texas native and graduate of Texas State University, where I earned my bachelor’s degree in finance. My wife, who has been an integral part of our agency for eight years, works alongside me, making this truly a family-run business. Outside the office, I love spending time outdoors—whether that’s fishing, kayaking, or tending to our small farm filled with chickens, goats, and cows. We take pride in maintaining a positive, flexible, and family-oriented work environment. Our agency offers health benefits, a 401k, and flexibility with time off. We also like to celebrate our successes — when the team meets goals, we enjoy “Party Fridays,” closing at noon to reward everyone’s hard work. Our culture is centered around growth, encouragement, and support. We’re a tight-knit team that looks out for one another both personally and professionally. I’m passionate about helping my team members grow in every aspect of their lives — not just in their careers, but in the pursuit of their goals and happiness. If you’re someone who values teamwork, accountability, and making a difference, you’ll fit right in here. ROLE DESCRIPTION: We are seeking a highly motivated and coachable individual with strong appointment-setting abilities and a proven capacity to build and maintain long-term client relationships. The ideal candidate will possess an outgoing personality and demonstrate the ability to connect effectively with clients. This role requires a high level of energy, professionalism, and strong communication skills, particularly in discussing disability and investment insurance products. Candidates must be comfortable guiding conversations, addressing client needs, and converting prospective customers into long-term clients.

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.