Account Associate - State Farm Agent Team Member

Job Description

Job Description

ABOUT OUR AGENCY:
Our agency opened in 2023 and currently includes a small but mighty team — myself, one full-time team member, one part-time team member, and an intern. Before opening my own office, I spent three years as a team member at my dad’s State Farm agency, where I gained invaluable experience and discovered my passion for helping customers protect what matters most.

Our office is very active in the community and regularly participates in local events — staying connected and giving back are at the heart of what we do.We offer a supportive and rewarding environment with great perks, including a 401(k), a health stipend, and reimbursement for a gym membership (up to $100 per month). I also enjoy treating the team to lunch or surprise snacks as a way to celebrate wins and keep the energy high.

Our office culture is warm, motivated, and team-oriented. I’m looking for someone who’s a quick learner, a self-starter, and takes real ownership of their work — someone who brings compassion, empathy, and a positive attitude to each interaction. If you’re looking for a place where your effort is noticed, your growth is supported, and every day brings something new, you’ll fit right in here.

ROLE DESCRIPTION:
As {{ job.name }} for {{ account.name }}, 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.