Account Associate - State Farm Agent Team Member

Annereeves; Fredericksburg (VA); On-site; USD 42,000 - 52,000; 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

Anne Reeves - State Farm Agent in Fredericksburg, VA is seeking an Account Associate to support daily operations, grow the office through customer relations, and serve as a liaison between client needs and agency departments.

You will proactively market relevant products and services to improve customer lives, manage accounts, update information, assist with policy changes, and coordinate with underwriters to ensure timely policy issuance. A customer-focused, detail-oriented mindset is essential.

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 skills

Detail-oriented

Coachable / Growth mindset

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 1994 and currently lead a team of six. I've proudly served as a State Farm agent for over 30 years and remain passionate about helping customers protect what matters most while developing a high-performing team that is committed to excellence.

Giving back to our community is an important part of our agency. We proudly support organizations such as Toys for Tots, the Humane Society, local food banks, and the Greek Festival, and we enjoy making a positive impact beyond the office.

Our agency offers health benefits, a Simple IRA, licensing reimbursement, and a strong commitment to work-life balance. We also place a strong emphasis on education, training, and professional development to help our team members reach their full potential.

Our culture is supportive, customer-focused, and driven by excellence. We strive to be among the top performers in both sales and customer retention while never losing sight of providing exceptional service. I'm looking for someone who is reliable, detail-oriented, coachable, goal-driven, and has a growth mindset. If you're eager to learn and build a rewarding long-term career, we'd love to meet you.

ROLE DESCRIPTION:

As an Account Associate for Anne Reeves - 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.