Account Associate - State Farm Agent Team Member

Dave Milloy; Lake Oswego (OR); Hybrid; USD 38,000 - 58,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Dave Milloy - State Farm Agent in Lake Oswego, OR is seeking an Account Associate to support daily operations and nurture customer relationships.

You will help grow the office by addressing customer needs, processing policy changes, and coordinating with underwriters to ensure timely policy issuance.

The role emphasizes accountability, teamwork, and integrity, with opportunities for advancement and a supportive benefits package.

Qualifications

• Must demonstrate strong organizational skills and attention to detail.
• Excellent customer service and communication abilities are essential.

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

Job description

Benefits

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

About Our Agency

I opened my agency in 2014 and currently lead a team of five. Before opening the agency, I worked for Prudential Bank and later in construction. I'm a graduate of Cal State Long Beach, enjoy hunting, training dogs, and spending time on my farm, and family is an important part of my life.

Our agency is built on professionalism, respect, and doing right by our customers. We believe in treating people the way we'd want to be treated and creating an environment where everyone can succeed.

Our agency offers a Simple IRA, licensing reimbursement, PTO, paid holidays, and an annual performance bonus. We believe in rewarding hard work and supporting our team's long-term success.

Our culture is professional, business casual, and team-oriented. I'm looking for someone who is hardworking, accountable, and enjoys working with others. If you're a team player who takes ownership of your work and values integrity, we'd love to meet you.

Role Description

As an Account Associate for Dave Milloy - 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.