Account Associate - State Farm Agent Team Member

Claytonincanton; Canton (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

License reimbursement

Health insurance

Opportunities for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Sarah Clayton - State Farm Agent is seeking an Account Associate to support daily operations and assist customers with policy changes, inquiries, and relationship-building. You will help grow the office by proactively marketing relevant insurance products and services while delivering exceptional service.

Join a small, family-like team that values work-life balance, training, and career advancement. The role offers a collaborative environment, regular interaction with customers, and

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 service

Communication

Organizational skills

Job description

Benefits:

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

ABOUT OUR AGENCY:

I opened my agency in 2011 and currently lead a close-knit team of two. My State Farm journey began in 2002 when I started as a team member, giving me nearly a decade of firsthand agency experience before opening an office of my own. Outside of work, I'm a proud mom to a daughter who plays college golf and a son who competes in team roping.

We're very involved in our local community and enjoy giving back whenever we can. I volunteer through our local school district and Lions Club, which gives me the opportunity to stay connected to and support the rural community we serve.

Our agency offers health benefits, paid holidays, paid time off, licensing reimbursement, and a strong commitment to work-life balance. We want our team members to feel supported both professionally and personally while building a rewarding career.

We may be a smaller office, but we stay busy and work closely together every day. Our environment is very family-oriented, and because we spend so much time together, having a positive attitude and genuinely enjoying the people you work with is important. I'm looking for someone who is goal-oriented, brings great energy to the office, and is ready to contribute to the team. If you're looking for a close-knit workplace where relationships, community, and working toward goals all matter, we'd love to meet you.

ROLE DESCRIPTION:

As Account Associate for Sarah Clayton - 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.