Account Associate - State Farm Agent Team Member

Kit Swenby - State Farm Agent; Lakewood (CO); Presencial; USD 42.000 - 62.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Licensing covered

401(k)

Performance bonus

Competitive salary

Flexible schedule

Health insurance

Advancement opportunities

Paid time off

Training & development

Descripción de la vacante

Kit Swenby - State Farm Agent is seeking an Account Associate to support daily operations and help grow the agency through meaningful customer relations. You will act as a liaison between customer needs and agency departments, improving lives by proactively marketing relevant products and services.

Grow your career with a close-knit team that values work-life balance, offers a four-day work week, and emphasizes training, licensing support, and advancement opportunities within the agency.

Formación

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred.

Responsabilidades

• 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.

Conocimientos

Strong organizational skills

Excellent customer service

Communication skills

Insurance experience preferred

Descripción del empleo

Benefits:

• Licensing paid by agency
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:

Our agency opened in 2013 and is a close-knit team of three who focus on delivering excellent service while maintaining a strong work-life balance. I began my career with State Farm in 2009 working in corporate before transitioning into agency ownership, bringing that experience and perspective into how I run the office today.

I studied at SUNY Buffalo where I also played basketball. Outside of the office, I enjoy fly fishing and spending time supporting my kids at their sporting events. Family plays a big role in my life, and that carries over into the culture of our agency.

We offer a four-day work week, flexible PTO, licensing paid up front, a 401(k), and health benefits. Work-life balance is extremely important to me, and I want our team to feel supported both professionally and personally.

Our office is very family-oriented and genuinely cares about people - both our customers and our team members. We go the extra mile for our customers and take pride in building strong relationships. We're looking for someone who is dedicated, motivated, and driven, and who shares our commitment to helping others and doing great work as part of a supportive team.

ROLE DESCRIPTION:

As Account Associate - State Farm Agent Team Member for Kit Swenby - 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.