Account Associate - State Farm Agent Team Member

Job Description

Job Description

Benefits:

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

ABOUT OUR AGENCY:
I opened my first State Farm agency in 2010, expanded to a second location in 2021, and currently lead a team of 10. My State Farm journey began in 2002, when I started as a team member for another agent just days after graduating from college. I've been married for 19 years, and we have a blended family of four children and twin granddaughters!

Giving back to our community is important to me. I serve on the Orange Chamber Board and Rotary Board, stay involved with the Salvation Army, and enjoy supporting local initiatives whenever possible.

Our agency offers PTO and a retirement plan. We also emphasize ongoing coaching, professional growth, and building meaningful customer relationships.

Our office is friendly, hardworking, and focused on providing exceptional service. We take the time to understand each customer's unique needs rather than offering one-size-fits-all solutions. I'm looking for someone who is positive, coachable, team-oriented, and motivated to succeed.

ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Heather Montagne - 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.