Account Associate - State Farm Agent Team Member

Job Description Job Description ABOUT OUR AGENCY: Our agency is built on collaboration, support, and a genuine passion for helping clients and one another succeed. With a team of 12 professionals, we foster an energetic, inclusive environment where every voice is heard, innovation is encouraged, and open communication is valued—even when conversations are tough. Community involvement is a core part of who we are, and our team regularly participates in charity runs, food drives, cancer walks, LGBTQ events, senior center outreach, and quarterly volunteer efforts, along with client appreciation events throughout the year. We invest heavily in growth through ongoing training, mentorship, daily role plays, and access to conferences and certifications, while also supporting work-life balance with flexible schedules and a vibrant downtown office location surrounded by great restaurants and public transit. For our team, we offer competitive commissions, a health insurance stipend, paid time off, flexible scheduling, wellness support, and the tools needed to succeed. We’re a “work hard, play hard” team that celebrates wins, supports each other through challenges, and is always growing together—making this a great place for motivated, ethical, team-oriented individuals who want to build a meaningful and rewarding career. 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. You drive the results by engaging the customer about what really matters. You are a professional, polished in appearance and dedicated to the task. 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. Its Important that you have years of documented experience - this not an introductory role. RESPONSIBILITIES: Manage customer accounts and update information in the database. Maintain required state Licenses (Life, Property, Casualty, and Health) Assist customers in the completion of policy changes and inquiries. Process insurance claims and follow up with customers on claim status. Salespersons personality and training. Coordinate with underwriters to ensure timely policy issuance. Ask questions that broaden understanding and create "We Care Relationships". QUALIFICATIONS: Strong organizational skills and attention to detail. Absolutely must have dynamic personality and drive. Excellent customer service and communication skills. A decision maker by training and desire. Previous experience in insurance or a related field preferred (New York Life, Prudential, Liberty Mutual). Bilingual Spanish preferred.