Account Associate - State Farm Agent Team Member

Job Description

Job Description

Benefits:

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

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Port Charlotte, FL and help customers with their insurance and financial services needs, including: 

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

ABOUT OUR AGENCY:
Patrice has proudly owned and operated her agency since July 2006, later expanding with a second location in 2020. Before becoming an agent, she spent fifteen years with State Farm in a variety of claims and agency leadership roles, giving her a deep understanding of how to support customers, guide teams, and build a thriving business. 

Community impact is at the heart of who she is. The organization closest to her is Education and Athletic Excellence (EAE), a nonprofit founded by her husband in 2011 that provides financial assistance to underprivileged students with college aspirations. Patrice is also passionate about being a voice for those who are not always heard, which she has demonstrated through two decades of volunteering and serving on boards such as C.A.R.E., United Way, YMCA, Englewood Hospital, and Women United.

She leads a close-knit, family-oriented team of 13 who share her commitment to helping customers prepare for the unexpected while celebrating team success along the way. Benefits include retirement match, group health, dental, vision, life, and disability insurance. 

Patrice has earned numerous agency awards and achievements over the years, but her greatest strength lies in her leadership - she firmly believes that “leadership is not a position or a title, it is an action and example.” 

If you’re looking for a place where you can grow, feel connected, and make an impact, this could be the right fit for you.

ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Patrice Weston - 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.