Account Associate - State Farm Agent Team Member

Mike Potter - State Farm Agent; Boca Raton (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

License reimbursement

Health insurance

Advancement opportunities

Paid time off

Training & development

401(k) matching

Bonus based on performance

Competitive salary

Job summary

Mike Potter - State Farm Agent is seeking an Account Associate to support daily operations and drive customer success. You will grow the agency through meaningful customer relations and coordinate between customer needs and the agency departments to deliver proactive service.

This role offers a team-oriented culture focused on recognizing hard work, opportunities for advancement, and a chance to develop in insurance sales while helping the community.

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

Customer relations

Policy knowledge

Communication skills

Job description

Benefits

• License reimbursement
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k) matching
• Bonus based on performance
• Competitive salary

About our agency

I opened my agency in 2017 and currently lead a team of seven. Before becoming a State Farm agent, I worked in sports management and was looking for a career that offered greater flexibility while still allowing me to help people and build a successful business.

Our agency is built around teamwork and celebrating success together. We believe in recognizing hard work, supporting one another, and creating an environment where everyone has the opportunity to grow.

We offer a 401(k) with employer match, a health stipend, licensing reimbursement, bonus opportunities beyond commission, Friday team lunches, and celebrations for hitting goals - including early office closings. We believe in rewarding hard work while maintaining a positive, enjoyable workplace.

Our culture is highly team-oriented, and I'm looking for someone who is ambitious, fearless, and brings a can-do attitude every day. If you're motivated to grow, enjoy working with people, and want to be part of a team that pushes each other to succeed, we'd love to meet you.

Role description

As Account Associate - State Farm Agent Team Member for Mike Potter - 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.