Account Associate - State Farm Agent Team Member

Job Description

Job Description

Benefits:

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

ABOUT OUR AGENCY:
Our office culture is the cornerstone of our success, with a dynamic and enjoyable work environment where we prioritize hiring individuals who bring positive energy and contribute to our team's collective greatness. Our dedicated team of 6 full-time and 6 part-time agency members combines over 100 years of collective insurance experience and we strive to create a work environment that feels like family.

Brian, our agency leader, is a long-time resident of Southeastern Wisconsin, and has served the Brookfield, WI area and neighboring communities as a trusted State Farm Agent since 2003. With a Bachelor of Business Administration from the University of Wisconsin-Milwaukee and professional designations of CLU and ChFC, he brings a deep understanding of insurance and financial services.  

We’re looking for someone who wants more than just a job. If you’re motivated by purpose, value teamwork, and want to make a positive impact—we’d love to meet you!

ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Brian Brecklin - 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.