Account Associate - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Simple IRA
• License reimbursement
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:
Our agency opened in 1999 and has grown into a team of ten dedicated professionals who take pride in serving our community with excellence. We offer paid time off, paid holidays, a Simple IRA match, employee outings, and additional monthly stipend benefits to support our team both professionally and personally.

When it comes to new team members, we look for three key traits: strong character, capacity to grow, and a solid work ethic. Our environment is positive, growth-minded, and focused on providing top-notch customer service while staying deeply connected to our local community.

We also make it a priority to stay involved, participating in at least four community events each year and supporting local businesses. If you’re looking to join a team that values integrity, service, and collaboration, this could be a great fit for you.

ROLE DESCRIPTION:
As a Account Associate - State Farm Agent Team Member with Jason Flatch - State Farm Agent, you will play a key role in driving the growth and success of our insurance agency. Your proactive approach, sales aptitude, and commitment to building lasting relationships with clients will set you apart. This position is perfect for someone who thrives on identifying customer needs, delivering tailored insurance solutions, and consistently exceeding sales goals.

RESPONSIBILITIES:

• Manage customer accounts and update information in the database.
• Assist customers with policy changes and inquiries.
• Conduct outbound cold and warm calls to prospective clients
• Follow up on inbound leads and nurture ongoing sales opportunities
• Build and maintain a strong pipeline of potential customers through lead generation efforts
• Track and manage sales activity through CRM tools and daily reporting

QUALIFICATIONS:

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred.