Account Associate - State Farm Agent Team Member

Joetamm; Greenfield (WI); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Group Life Insurance

License Reimbursement

Advancement opportunities

Paid time off

Training & development

401(k)

Performance bonus

Competitive salary

Flexible schedule

Job summary

Joe Tamm State Farm in Greenfield, WI is seeking an Account Associate to support daily operations, grow the agency through strong customer relations, and act as a liaison between client needs and agency departments.

You will proactively market relevant products and services, handle policy changes and claims, and collaborate with underwriters to issue policies promptly. Join a team that values integrity, service, and teamwork.

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

Sales mindset

Job description

Benefits:

• Group Life Insurance
• License Reimbursement
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule

Join the Joe Tamm State Farm Team!

At Joe Tamm State Farm, we’ve been proudly serving the Greenfield, WI community since 2007, with two convenient locations dedicated to helping individuals and families protect what matters most. Our office is built on integrity, service, and teamwork, and we’re looking for motivated individuals to grow with us.

Why Work With Us?

As a business leader with a Bachelor’s in Business and Finance from the University of Wisconsin Whitewater and experience in the finance industry at GE, I understand the importance of professional development and career growth. Our team operates in a collaborative, energetic, and community-focused environment, where we work hard but also take time to give back and support one another.

A Team That Cares

Beyond the office, my wife Shelly and I are actively involved in the Mukwonago and Greenfield communities, volunteering at Section Elementary School, St. John’s Church, and the Salvation Army Food Pantry with our three sons. We believe in fostering a workplace that values family, service, and balance, just like we do in our own lives.

ROLE DESCRIPTION:

As Account Associate - State Farm Agent Team Member for Joe Tamm - 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.