Account Associate - State Farm Agent Team Member

JoAnna Haupfear - State Farm Agent; Greenwood (SC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Performance bonus

Competitive pay

Flexible hours

Advancement opportunities

Paid time off

Training & development

Job summary

JoAnna Haupfear - State Farm Agent is seeking an Account Associate to support daily operations and customer success in Greenwood, SC. You will grow the agency by maintaining relationships and aligning client needs with appropriate insurance and financial services options.

The role emphasizes attentive, sociable, and sales-minded professionals who can help customers manage risks and realize their goals through proactive product marketing.

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

Customer service

Communication skills

Tools

CRM database

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

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 Greenwood, SC 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 JoAnna Haupfear - 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.