Account Associate - State Farm Agent Team Member

Luke Mccarty - State Farm Agent; East Norriton Township (Montgomery County); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Paid time off

Training & development

Job summary

Luke McCarty - State Farm Agent seeks an Account Associate to enhance customer service and agency success. You will serve as a trusted advisor, helping clients with personalized insurance solutions. This role includes detailed responsibilities such as managing customer applications, advising on policies, and collaborating with teams to ensure service excellence.

The ideal candidate possesses strong communication skills, a customer-centered approach, and a willingness to learn. Join a dynamic team that values growth and community involvement.

Qualifications

• Strong communication skills with a customer service focus.
• Ability to build long-term relationships with clients.
• Detail-oriented with organizational capabilities.
• Experience in sales or customer service is a plus.

Responsibilities

• Serve as the primary point of contact for customers.
• Assist with policy applications and renewals.
• Identify customer needs for additional coverage options.
• Respond to inquiries promptly and professionally.
• Maintain accurate customer records.
• Collaborate with agency teams for seamless service.
• Participate in community events for agency visibility.
• Stay informed about industry trends and products.
• Meet or exceed sales targets and metrics.

Skills

Excellent verbal and written communication skills

Customer service orientation

Detail-oriented

Organizational skills

Previous experience in insurance

Proficient in using CRM systems

Self-motivated

Teamwork

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Paid time off
• Training & development

ROLE DESCRIPTION

As an Account Associate at Luke McCarty Insurance Agency, you play a crucial role in driving the growth and success of our agency by delivering exceptional customer service and building lasting relationships. You serve as a trusted advisor and liaison between our customers and agency teams, ensuring that clients receive personalized insurance solutions tailored to their unique needs.

We seek an attentive, personable, and goal-oriented professional who thrives in a fast-paced, collaborative setting and is passionate about helping others.

KEY RESPONSIBILITIES

• Serve as the primary point of contact for customers, providing detailed information about State Farm insurance products including auto, home, life, and commercial policies.
• Assist customers with completing policy applications, endorsements, and renewals accurately and efficiently.
• Proactively identify customer needs and recommend additional coverage options to enhance protection and meet financial goals.
• Respond promptly and professionally to customer inquiries via phone, email, or in-person visits, ensuring high satisfaction and retention.
• Maintain and update customer records and agency databases with accuracy and attention to detail.
• Collaborate closely with agency teams including underwriting, claims, and marketing to coordinate seamless service delivery.
• Participate in community events and marketing initiatives to promote agency visibility and generate new business leads.
• Stay informed about industry trends, State Farm products, and regulatory changes to provide knowledgeable guidance to customers.
• Meet or exceed individual and team sales targets and performance metrics.

QUALIFICATIONS & SKILLS

• Excellent verbal and written communication skills with a strong customer service orientation.
• Ability to build rapport quickly and maintain long-term customer relationships.
• Detail-oriented with strong organizational skills and the ability to manage multiple tasks simultaneously.
• Previous experience in insurance, sales, or customer service is preferred but not required; training will be provided.
• Proficient in using computer software and customer relationship management (CRM) systems.
• Self-motivated, goal-driven, and eager to learn and grow professionally.
• Ability to work both independently and as part of a collaborative team.
• Valid driver’s license and reliable transportation preferred.

If you are passionate about helping people and ready to grow your career in insurance sales and service, we encourage you to apply and join our dynamic team at Luke McCarty Insurance Agency.