Account Associate - State Farm Agent Team Member

Sfmadison; Madison (WI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

License reimbursement

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Job summary

Alejandra Bustamante - State Farm Agent is seeking an Account Associate to support daily operations and help grow customer relationships. You will act as a liaison between customer needs and agency departments, promoting relevant products and services to improve clients' lives.

The role emphasizes bilingual Spanish communication, strong organization, and a commitment to delivering excellent service across three office locations.

Qualifications

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

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

Bilingual Spanish

Customer service

Organizational skills

Insurance knowledge

Communication skills

Job description

Benefits

• License reimbursement
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• Bonus based on performance
• Competitive salary

ABOUT OUR AGENCY

I opened my agency in 2013 and currently lead a team of 12 across three office locations. Before becoming a State Farm agent, I spent five years working as a State Farm team member, giving me valuable firsthand experience in the business before pursuing agency ownership.

We're proud to serve a diverse customer base and have built strong relationships within our local Hispanic community. Many of our customers are Spanish-speaking, and most of our team members are bilingual in English and Spanish. Being able to connect with customers in their preferred language and provide personalized service is an important part of what makes our agency special.

Our agency offers a 401(k) retirement plan, licensing reimbursement, paid holidays, and a generous paid time off program. Team members receive two weeks of PTO during their first two years, increasing to three weeks afterward, plus an additional day off for their birthday and a $200 birthday bonus! We also celebrate work anniversaries with a bonus of $100 for each year of service and offer additional performance-based bonuses tied to individual goals.

With three offices, teamwork and communication are especially important to our success. We've built a hardworking, efficient, and supportive environment where everyone is expected to contribute, stay focused, and work together without unnecessary drama. We value people who take pride in their work, support their teammates, and are committed to providing excellent customer service.

ROLE DESCRIPTION

As an Account Associate for Alejandra Bustamante - 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.
• Bilingual Spanish preferred.