Account Associate - State Farm Agent Team Member

Joan Heintz; Greer (SC); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Opportunity for advancement

Training & development

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Joan Heintz, State Farm Agent in Moore, SC, is seeking an Account Associate to grow the office through strong customer relationships. You will act as a liaison between customers and agency departments, helping clients navigate auto, home, life insurance, and retirement planning options.

The role focuses on account maintenance, policy changes, claims processing, and timely communications with customers. Training and development are available as part of a supportive team environment.

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

Attention to detail

Customer service

Insurance experience

Job description

Benefits:

• Opportunity for advancement
• Training & development
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule

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 Moore, 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 for Joan Heintz - 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.