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

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 Bend, OR and help customers with their insurance and financial services needs, including: 

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

ABOUT THE AGENCY: 
I opened my agency in 2015 after starting my career in advertising sales and later being recruited by State Farm. I grew up on a cattle ranch in Lakeview and graduated from the University of Oregon, experiences that shaped a strong work ethic, adaptability, and appreciation for teamwork. I’m a parent to three daughters, and our family loves skiing — something that carries into our office culture with planned team ski days and shared experiences outside of work. Our team of three operates closely and takes pride in moving fast, working smart, and supporting one another every step of the way.

Community involvement is a big part of who we are. We actively sponsor youth athletic teams and support our local Catholic church and community initiatives. For our team, we offer a Simple IRA, health benefits, licensing reimbursement, and a strong focus on work–life balance. Our culture is tight-knit and high-performing — we value speed, accuracy, and accountability, while still having fun together. We’re looking for someone with personality, wit, coachability, and the ability to thrive in a fast-paced environment where the team truly has each other’s backs.

ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Greg Elder - 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.