Account Associate - State Farm Agent Team Member

Dawn Goplin; Madison (WI); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

License reimbursement

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

An insurance agency in Madison, Wisconsin, is looking for an Account Associate - State Farm Agent Team Member to manage customer accounts and support daily operations. This role involves assisting customers with inquiries, processing claims, and coordinating with underwriters. The ideal candidate should possess strong organizational and communication skills along with a positive attitude. In return, the company offers a competitive salary, flexible schedule, and various benefits aimed at career growth.

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 skills

Communication skills

Job description

Benefits:

• License reimbursement
• 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 2004 and has grown into a team of nine who are focused on kindness, education, and doing what’s best for our customers. Before becoming an agent, I worked in two corporate roles with State Farm and also spent time as a team member, which gave me a well-rounded understanding of the business and how to support both customers and staff.

Our team enjoys bonuses, paid time off, schedule flexibility, and the opportunity to earn reward trips when goals are met. We also offer a 401(k) and health benefits to support long-term success and stability. Our office culture is built around kindness, teamwork, and education. We focus on helping customers understand their options so they can make the best decisions for themselves. We set quarterly goals, celebrate achievements, and spend time team bonding along the way.

We’re looking for someone who is positive, coachable, and motivated to improve a little more each day. If you enjoy helping others and want to grow in a supportive, goal-oriented environment, this could be a great place to build your career.

Role Description:

As Account Associate - State Farm Agent Team Member for Dawn Goplin - 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.