Account Associate - State Farm Agent Team Member

Kathyschultze; Frederick (MD); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Kathy Schultze - State Farm Agent is seeking an Account Associate to support daily operations, nurture customer relationships, and bridge customer needs with agency departments. You will promote relevant products and services to help clients achieve their goals.

The role emphasizes strong service, accurate data handling, and collaborative teamwork within a supportive, growth-oriented office culture.

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 skills

Organizational skills

Job description

Benefits:

• Simple IRA


• 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 1984 and currently lead a team of 11. Before becoming a State Farm agent, I earned both my bachelor's and master's degrees from West Virginia University. State Farm has become a family tradition - my daughter is a Sales Leader with State Farm, and I'm also a proud mom, grandmother of two, and active member of my community.

Giving back is incredibly important to me. I'm involved with Rotary, serve as Vice President of the Frederick Mission, which supports individuals overcoming addiction, and participate in a variety of community events throughout the year.

Our agency offers health benefits, a Simple IRA, paid time off, paid holidays, licensing reimbursement, and a strong commitment to work‑life balance. Team members also enjoy their own private office, high‑level training, professional development, and regular team events.

Our culture is professional, warm, and highly supportive. We celebrate each other's successes and genuinely want to see everyone grow. I'm looking for someone with a great attitude and a growth mindset who is self‑motivated, works hard, and wants to make a meaningful difference in the lives of others.

ROLE DESCRIPTION:

As an Account Associate for Kathy Schultze - 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.