Account Associate - State Farm Agent Team Member

Mitch Ratzlaff - State Farm Agent; Dallas (OR); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Paid time off

Training & development

Job summary

Mitch Ratzlaff - State Farm Agent in Dallas, Oregon, is seeking an Account Associate. This role involves managing customer accounts, assisting with policy changes, and processing insurance claims. The ideal candidate should have strong communication skills and previous experience in insurance.

The position offers a competitive salary, flexible schedule, health insurance, and opportunities for advancement within a 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.
• Assist customers with policy changes and inquiries.
• Process insurance claims and follow up.
• Coordinate with underwriters for timely policy issuance.

Skills

Organizational skills

Customer service

Communication skills

Job description

Benefits

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

ROLE DESCRIPTION

As Account Associate - State Farm Agent Team Member for Mitch Ratzlaff - 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.

ABOUT OUR AGENCY

Our agency opened in 2004 and has grown into a team of 11 who work together in a supportive, close-knit environment. Before becoming an agent, I served as a Life Specialist with State Farm, worked as a consultant for a software company, and even spent time as an assistant basketball coach at George Fox University. As a second-generation State Farm agent, helping people protect what matters most has always been part of my path.

Our team enjoys group life insurance, PTO, a paid day off on their birthday, and the chance to earn extra PTO and monetary bonuses through team goals and competitions. We offer a casual, relaxed environment with weekly meetings, personal and professional development, team outings, and fun team-building activities. We also provide a Simple IRA and health benefits to support long-term financial and personal well-being.

Our culture is tight-knit, fun-loving, and built around the idea that 'together we soar.' We are looking for someone who is reliable, genuine, and committed - someone who can multitask, solve problems, and truly cares about helping others. If you are looking for a supportive, team-focused environment where you can grow and make a difference, this could be a great fit for you.