Account Associate - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• License reimbursement
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development
• Health insurance
• Vision insurance
• Dental insurance

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