Account Associate - State Farm Agent Team Member
Jen Ortiz - State Farm Agent
Job Description
Job Description
Benefits:
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
I opened my agency in 2019, and since then, we’ve built a close-knit team of five dedicated professionals who truly enjoy working and growing together. Before becoming an agent, I spent 15 years in corporate finance as a CPA in New York, which gave me a strong foundation in helping people make smart financial decisions. I’m a proud Syracuse graduate, a mom to two boys (11 and 13), and when I’m not in the office, you can usually find me on the golf course or spending time with my dog, Charlie. We’re actively involved in our community, from serving on the board of the Jersey Shore Chambers to participating in networking events, happy hours, and women’s chamber initiatives. Our office is built on collaboration — we support one another, celebrate wins as a team, and focus on achieving success together. Team members enjoy consistent training and development opportunities, license reimbursement, and a SIMPLE IRA to support their long-term goals. We’re looking for motivated, team-oriented individuals who are eager to grow, contribute, and thrive in a supportive environment. If you’re searching for a workplace where collaboration, growth, and community impact go hand in hand, this could be the perfect place for you. ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Jen Ortiz - 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.
- Strong organizational skills and attention to detail.
- Excellent customer service and communication skills.
- Previous experience in insurance or a related field preferred.
Flexible work from home options available.
Vacancy posted 9 days ago
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