Account Associate - State Farm Agent Team Member

Shane Rogers - State Farm Agent; Houston (TX); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

License reimbursement

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Shane Rogers - State Farm Agent is seeking an Account Associate to join a growing agency. You will grow our office through strong customer relations and by aligning client needs with appropriate insurance products and services.

You will manage customer accounts, assist with policy changes, process claims, and coordinate with underwriters to issue policies promptly. The role emphasizes service, accuracy, and a willingness to learn in a fast-paced team.

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

Insurance experience

Job description

Benefits

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

ABOUT OUR AGENCY

I opened my agency in 2023 and currently lead a team of seven. Before opening this agency, I previously was a Sales Leader for State Farm. That experience gave me a unique perspective on coaching, developing people, and building a high-performing team. Today, our agency is proud to rank among the top 5% of State Farm agencies.

Giving back to the community is important to us. Our team proudly supports organizations like Habitat for Humanity and the local Food Bank, and we believe in making a positive impact both inside and outside the office.

Our agency offers PTO, paid holidays, group life insurance, a 401(k), licensing reimbursement, and a strong commitment to work-life balance. We believe in investing in our team and creating opportunities for long-term success.

Our culture is family-oriented, supportive, and driven to achieve excellence. I'm looking for someone who is self-motivated, outgoing, and has a high level of integrity. If you're a self-starter who enjoys helping people and wants to be part of a top-performing team, we'd love to meet you.

ROLE DESCRIPTION

As an Account Associate for Shane Rogers - 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.