Account Associate - State Farm Agent Team Member

Bob Willetts - State Farm Agent; Bethesda (MD); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

License reimbursement

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Bob Willetts - State Farm Agent in Bethesda, MD seeks an Account Associate to support daily operations, manage customer accounts, process policy changes, and coordinate with underwriters. This role emphasizes proactive customer relations and marketing of relevant products.

We offer hybrid work, license reimbursement, paid time off, a flexible schedule, and opportunities for advancement as part of a growing team.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication abilities.
• Experience in insurance or 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

Communication skills

Insurance knowledge

Job description

Benefits:

• License reimbursement
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

About our agency:

I opened my agency in 2025 and currently lead a growing team of four. Before becoming a State Farm agent, my background was in launching and leading nonprofit organizations, where I developed a passion for building strong teams and making a meaningful impact. I'm a graduate of the University of Maryland, and our office is located just two miles from the home where I grew up, making the opportunity to serve this community especially meaningful to me.

Community involvement remains an important part of who we are. We support organizations and initiatives including the Montgomery County Police Foundation, Winston Churchill High School athletics, and Glen Echo Park.

Our agency offers paid time off, paid holidays, licensing reimbursement, a strong commitment to work-life balance, and hybrid work opportunities that allow team members to work both in the office and from home depending on the position.

We're a newer agency with big goals, creating a unique opportunity to get in on the ground floor and grow alongside us. Our team supports one another, works together, and is excited about what we're building. I'm looking for someone with grit who is a self-starter, takes initiative, and is motivated to contribute to our continued growth.

Role Description:

As an Account Associate for Bob Willetts - 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.