Account Associate - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• License Reimbursement
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Onalaska, WI and help customers with their insurance and financial services needs, including: 

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

ABOUT OUR AGENCY:
Our agency opened its doors in July 2016, and we’re proud to be approaching our 9-year anniversary. Over the years, we've built a team-first culture rooted in support, growth, and genuine care for our customers and one another. We believe in rewarding hard work, which is why we offer paid life and disability insurance policies, and after your first full year, you’ll enjoy 20 days of PTO to recharge and enjoy life outside the office. If you're looking for a positive, purpose-driven workplace where your contributions truly matter, we’d love to connect.

ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Kurt Pfaff - 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.