Account Associate - State Farm Agent Team Member

Tyler Wurtz - State Farm Agent; Menasha (WI); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Tyler Wurtz - State Farm Agent is seeking an Account Associate to support daily operations and enhance customer relations. The ideal candidate will manage accounts, assist with inquiries, and coordinate insurance claims.

Strong organizational skills and a customer-service mindset are essential for success in this role. Opportunities for growth and a supportive work environment are part of our agency's commitment to team success.

Qualifications

• 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

Attention to detail

Excellent customer service

Communication skills

Job description

Benefits:

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

About Our Agency:

I opened my agency in 2012 and currently lead a growing team of two. Before becoming an agent with State Farm, I worked in banking and later as a team member for a State Farm agent. That experience gave me a strong foundation in both customer service and the day-to-day operations of a successful agency. I’m a graduate of University of Wisconsin, Green Bay. Our agency offers PTO, training and development opportunities, and a strong focus on work-life balance. I believe in creating an environment where my team feels supported and set up for long-term success. Our culture is built around accountability, strong communication, and self-motivation.

Role Description:

As Account Associate - State Farm Agent Team Member for Tyler Wurtz - 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.