Account Associate - State Farm Agent Team Member

Steven Morton - State Farm Agent; McKenzie (TN); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

License Paid by Agency

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Steven Morton - State Farm Agent in McKenzie, TN is seeking an Account Associate to support daily operations and customer success. You will grow the office through meaningful client relations and act as a liaison between customer needs and agency departments.

The role focuses on proactive product marketing, policy updates, claims support, and teamwork. The agency emphasizes work-life balance, licensing cost coverage, and opportunities for advancement within a supportive culture.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication abilities.
• 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

Strong organizational skills

Excellent customer service

Communication skills

Insurance experience

Job description

Benefits:

• License Paid by Agency
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:

I opened my agency in May 2022 and currently lead a team of three. My State Farm journey began in 2017 as a team member, giving me firsthand experience with the opportunities for growth and development within an agency. Outside of work, I’m married with two daughters and an avid golfer.

I’m very involved with my church and enjoy staying connected to the community through kids’ sports and other local activities. Building relationships and supporting the people around us is an important part of both our agency and our team.

We place a strong emphasis on work-life balance and pay licensing costs up front to help team members get started. I’m also extremely passionate about investing in my team and helping each person work toward both their professional goals and the personal goals that matter to them.

I’m proud of the culture we’ve built and want to continue growing it with the right people. I’m looking for someone who is driven, thinks outside the box, and understands the importance of being a strong team player. If you’re looking for an environment where your goals are supported, your ideas are valued, and your success matters to the entire team, we’d love to meet you.

ROLE DESCRIPTION:

As Account Associate for Steven Morton - 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.