Account Associate - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• License reimbursement
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule

ABOUT OUR AGENCY:
I opened my agency in 2005 and currently lead a team of seven. Before joining State Farm, I worked in the mutual funds industry before being recruited to become an agent. I attended college in California and enjoy traveling, hiking, cooking, and finding the balance between working hard and having fun.

Giving back to the community is important to me. Our agency supports local women's organizations and enjoys participating in community events throughout the year.

Our agency offers health benefits, a 401(k), licensing reimbursement, and a strong commitment to work-life balance. We believe in creating a supportive environment where our team can grow and succeed.

Our culture is upbeat, collaborative, and fun. We work in a brand-new open-concept office where music is always playing, everyone pitches in, and we enjoy celebrating successes together. I'm looking for someone who is a self-starter, coachable, positive, and enjoys working as part of a team. If you bring a can-do attitude and a great personality, you'll fit right in.

ROLE DESCRIPTION:
As an Account Associate for Kay Patel - State Farm Agent, you are vital to our daily business operations and customers’ success. You help grow our office through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services.

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.