Account Associate — Flexible Schedule, Growth Focus in Insurance

Megan Borland - State Farm Agent; Thiensville (WI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Health insurance

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Job summary

Megan Borland - State Farm Agent in Wisconsin is seeking an Account Associate to support daily operations and customer success. You will grow the office through meaningful customer relations and act as a liaison between customer needs and agency departments, marketing relevant products and services.

The role emphasizes strong organization, exceptional customer service, and clear communication, with opportunities for advancement and a flexible schedule within a collaborative team.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred.

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.

Skills

Strong organizational skills

Customer service

Communication skills

Job description

Megan Borland - State Farm Agent in Wisconsin is seeking an Account Associate to support daily operations and customer success. You will grow the office through meaningful customer relations and act as a liaison between customer needs and agency departments, marketing relevant products and services.

The role emphasizes strong organization, exceptional customer service, and clear communication, with opportunities for advancement and a flexible schedule within a collaborative team.