Account Associate - State Farm Agent Team Member

State Farm; Frisco (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

License reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Kay Patel - State Farm Agent is seeking an Account Associate to support daily operations and drive customer success. You will manage client accounts, assist with policy changes, and help process claims while coordinating with underwriters to issue policies in a timely manner.

The role emphasizes proactive customer service, accurate data handling, and collaboration with agency departments to grow the office and improve customer experiences.

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

Strong organizational skills

Excellent customer service

Communication skills

Job description

Benefits:

• License reimbursement


• Health insurance


• Opportunity for advancement


• Paid time off


• Training & development


• 401(k)


• Bonus based on performance


• Competitive salary


• Flexible schedule

ABOUT OUR AGENCY:

I opened my agency in 2005 and currently lead a team of seven. Before joining State Farm, I worked in the mutual funds industry before being recruited to become an agent. I attended college in California and enjoy traveling, hiking, cooking, and finding the balance between working hard and having fun.

Giving back to the community is important to me. Our agency supports local women's organizations and enjoys participating in community events throughout the year.

Our agency offers health benefits, a 401(k), licensing reimbursement, and a strong commitment to work-life balance. We believe in creating a supportive environment where our team can grow and succeed.

Our culture is upbeat, collaborative, and fun. We work in a brand-new open-concept office where music is always playing, everyone pitches in, and we enjoy celebrating successes together. I'm looking for someone who is a self-starter, coachable, positive, and enjoys working as part of a team. If you bring a can-do attitude and a great personality, you'll fit right in.

ROLE DESCRIPTION

As an Account Associate for Kay Patel - 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.