Account Associate - State Farm Agent Team Member

Katie Sanford - State Farm Agent

Lafayette (LA)

On-site

USD 32,000 - 52,000

Full time

14 days+
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Benefits offered by this job

Simple IRA
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development

Job summary

Katie Sanford - State Farm Agent is seeking an Account Associate to support daily operations, grow the agency through meaningful customer relations, and service policy needs. You will act as a liaison between customers and agency departments to promote relevant products and services.

We value teamwork, motivation, and a collaborative, drama-free environment, offering development opportunities, paid time off, and licensing cost reimbursement as part of the benefits package.

Qualifications

  • Excellent customer service and communication skills.
  • Strong organizational skills and attention to detail.
  • 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

Customer service
Communication
Organizational skills
Sales mindset

Job description

Benefits:
  • Simple IRA
  • License reimbursement
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development
ABOUT OUR AGENCY:

I opened my agency in 2014, and today I lead a tight-knit team of six. Before becoming an agent, I worked as a State Farm team member, so I understand firsthand what it takes to succeed and grow in this business.

I offer several perks to support and reward my team, including opportunities to earn extra money or additional days off, paid birthdays, a Simple IRA, strong work-life balance, and reimbursement for licensing costs.

Our office culture is very close and drama-free we work well together, support each other, and keep things simple and positive. I’m looking for someone who fits that environment: a true team player who works hard, stays motivated, and thrives in a collaborative, easygoing setting.

ROLE DESCRIPTION:

As Account Associate - State Farm Agent Team Member for Katie Sanford - 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.
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