Account Associate - State Farm Agent Team Member

Josh Benton - State Farm Agent; Cary (NC); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Simple IRA

Health insurance

Advancement opportunities

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Josh Benton - State Farm Agent in Cary, NC is seeking an Account Associate to strengthen daily operations and grow customer relationships. You will act as a liaison between customers and agency departments, supporting policy services and proactive product recommendations.

The role emphasizes outbound calling, organization, and a client-first approach to build long-term careers within a high-performing, supportive team environment.

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

Organizational skills

Customer service

Communication

Job description

Benefits:

• Simple IRA
• 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 2016 and currently lead a team of five. Before joining State Farm, I served in the military for 20 years as a pilot and also owned another insurance agency. Our agency is built on delivering exceptional service while creating opportunities for both our customers and team members to succeed. We believe in taking ownership, building relationships, and continually improving.

For our team, we offer health benefits, group life insurance, a Simple IRA, and a strong commitment to work-life balance. We strive to provide a supportive environment where team members can build rewarding, long-term careers.

Our culture is relaxed but high-performing. I'm looking for someone who takes initiative, is comfortable making outbound calls, and enjoys identifying opportunities to grow existing customer relationships. If you're motivated, proactive, and ready to make an impact, we'd love to meet you.

ROLE DESCRIPTION:

As an Account Associate for Josh Benton - 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.