Account Associate - State Farm Agent Team Member

Paul Walden - State Farm Agent; Boulder (CO); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

4-day work week

Performance bonus

Competitive salary

Flexible schedule

Health insurance

Advancement opportunities

Paid time off

Training & development

Job summary

Paul Walden - State Farm Agent is seeking an organized and efficient Account Associate to support insurance agents in gaining and keeping customers. This entry-level role emphasizes attention to detail, client relations, and a sales-minded approach to grow income and career opportunities.

You will establish relationships, provide responsive service, and use a needs-based approach to discuss insurance options while supporting agency growth and customer satisfaction.

Qualifications

• Dedicated to customer service.
• Sales experience is preferred.
• Able to obtain Property and Casualty License.
• Able to obtain a Life/Health License.
• Able to achieve mutually agreed marketing goals.
• Interested in marketing products and services based on customer needs.

Responsibilities

• Establish customer relationships and follow up with customers as needed.
• Provide prompt, accurate, and friendly customer service including inquiries about insurance availability, coverages, policy changes, transfers, claim submissions and billing clarification.
• Educate customers about insurance options using a needs-based review process.
• Promote development of the business through effective communication to meet customer needs.

Skills

Customer service

Sales experience

Marketing mindset

Education

Property and Casualty License

Life/Health License

Job description

Benefits

• 4 day work week
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION

Paul Walden - State Farm Agent is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As Account Associate - State Farm Agent Team Member with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. Your contributions as a motivated professional who thrives in a fast-paced environment pave an entryway for growing your career and expanding your income. We look forward to incorporating your energy and marketing perspective into our team as we build success together.

RESPONSIBILITIES

• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.

QUALIFICATIONS

• Dedicated to customer service
• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Able to obtain Property and Casualty License
• Able to obtain a Life/Health License
• Able to achieve mutually agreed upon marketing goals
• Interested in marketing products and services based on customer needs