Account Associate - State Farm Agent Team Member

State Farm Agent

Estero (FL)

On-site

USD 50,000 - 75,000

Full time

14 days+

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Benefits offered by this job

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

Job summary

Rich Mathews - State Farm Agent in Estero, FL is seeking an Account Associate to support daily operations, grow the agency through meaningful customer relations, and act as liaison between client needs and agency departments.

You will promote relevant products and services, handle policy changes, assist with claims, and coordinate with underwriters to issue policies promptly. This role offers a pathway to advancement within a collaborative team.

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 skills

Education

Insurance experience preferred

Job description

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

My Team's Mission Is To Help People Manage The Risks Of Everyday Life, Recover From The Unexpected And Realize Their Dreams. We Are Located In Estero, FL And Help Customers With Their Insurance And Financial Services Needs, Including:

  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning
ROLE DESCRIPTION

As Account Associate - State Farm Agent Team Member for Rich Mathews - 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.

Compensation: $50,000.00 - $75,000.00 per year

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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