Account Associate - State Farm Agent Team Member

Beckyschuler

Lynnwood (WA)

On-site

USD 38,000 - 54,000

Full time

14 days+
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Benefits offered by this job

Simple IRA
Life insurance
Health insurance stipend
Stocked kitchen with snacks

Job summary

Becky Schuler - State Farm Agent is seeking an Account Associate to support daily operations and customer success. You will build meaningful customer relations and act as a liaison between client needs and agency departments, promoting relevant products and services.

You will grow the office through proactive outreach and accurate data management while delivering friendly, reliable service in a small, team-focused environment. This on-site role emphasizes stability and long-term development.

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

Customer service
Communication
Organization

Job description

Benefits:
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
ABOUT OUR AGENCY

I opened my agency 25 years ago, after starting my career with State Farm back in February of 1989. I grew up locally in the Bellevue area, earned my Economics degree from the University of Puget Sound in Tacoma, and stayed active growing up playing basketball and soccer. Today, I'm a proud parent of two grown kids who live nearby, and we also have two dogs that keep life fun.

Our agency has a team of six employees, and we've built a culture that feels welcoming, supportive, and genuinely enjoyable to be part of. We love celebrating birthdays, holidays, and work anniversaries together, and our office always feels festive and connected throughout the year.

For our team, we offer a Simple IRA, life insurance and a stipend for health insurance, plus some great everyday perks a stocked kitchen with snacks, filtered hot/cold water, and a comfortable space to sit and enjoy breaks together. If you're looking for a stable, long-term opportunity with a team that values connection and takes care of one another, this could be a great fit for you.

ROLE DESCRIPTION

As Account Associate for Becky Schuler - 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.
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