Account Associate - State Farm Agent Team Member

Katie Tobias - State Farm Agent; Alma (MI); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

License reimbursement

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Katie Tobias - State Farm Agent is seeking an Account Associate to support daily office operations and serve customers effectively in Alma, Michigan. You will grow the office through responsive service and by linking customer needs with appropriate agency products and services.

We value community-minded individuals with strong communication skills and a commitment to helping clients safeguard their futures. Health benefits are available along with training and advancement opportunities.

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

Organizational skills

Customer service

Insurance experience

Job description

Benefits:

• License reimbursement


• Bonus based on performance


• Competitive salary


• Flexible schedule


• Health insurance


• Opportunity for advancement


• Paid time off


• Training & development

ABOUT OUR AGENCY:

I opened my agency in 2016 and currently lead a team of three. Before becoming a State Farm agent, I worked as a teacher and later in college recruiting. Those experiences strengthened my passion for helping others and building meaningful relationships. I'm also a third-generation State Farm agent and a graduate of Eastern Michigan University.

Serving the community is one of my greatest passions. I'm a Community Cabinet Ambassador, support the Community Cabinet Food Pantry, serve on the Child Advocacy Board, and am involved with both the Alma Action Committee and the Downtown Development Committee. I love giving back to the community that has supported my agency.

Our agency offers health benefits, licensing reimbursement, professional development and coaching, performance bonuses, commission opportunities, growth opportunities, and a strong commitment to work-life balance. We believe in helping our team members build rewarding, long-term careers.

Our culture is family-oriented and built on honesty and integrity. I'm looking for someone who brings positive energy, thinks critically, is dependable, and is passionate about providing outstanding customer service. If you're looking for a supportive team where you can grow and make an impact, we'd love to meet you.

ROLE DESCRIPTION:

As an Account Associate for Katie Tobias - State Farm Agent, you are vital to our daily business operations and customers’ success. You help grow our office through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services.

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.