Account Associate - State Farm Agent Team Member

Heath Marston - State Farm Agent; Bradenton (FL); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Simple IRA with employer match

Health savings account

Health reimbursement account

Licensing paid by agency

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Heath Marston - State Farm Agent is seeking an Account Associate to support daily operations and drive customer success. You will grow the office through meaningful customer relations and serve as a bridge between client needs and agency departments, promoting relevant products and services to improve lives.

The role emphasizes organization, strong communication, and a customer-first mindset within a supportive team aiming for growth and advancement.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous 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

Job description

Benefits

• Simple IRA with employer match
• Health savings account
• Health reimbursement account
• Licensing paid by agency
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION

As an Account Associate for Heath Marston - 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.