Account Associate - State Farm Agent Team Member

Jason Marquardt - State Farm Agent; Menomonee Falls (WI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Simple IRA

Licensing paid by agency

Health insurance

Advancement opportunities

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

Jason Marquardt - State Farm Agent is seeking an Account Associate to support daily operations and customer success. You will grow the office through meaningful customer relations and act as a liaison between customer needs and agency departments.

Responsibilities include updating customer accounts, assisting with policy changes, processing claims, and coordinating with underwriters to ensure timely policy issuance.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication abilities.
• Previous experience in insurance or 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

Customer service

Communication skills

Insurance experience

Job description

Benefits

• Simple IRA
• Licensing paid by agency
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary

About our agency

I opened my agency in 2017 after previously working as a sales team member for a State Farm agent. That experience gave me a strong foundation in helping customers, building relationships, and developing a successful team. Our agency is committed to creating an environment where team members can grow through coaching, collaboration, and continuous improvement. We believe success comes from consistently doing the right things every day.

Our agency offers PTO, life insurance, health insurance with 50% of the premium covered, a Simple IRA with employer match, and licensing costs paid up front. We believe in investing in our team and providing the support needed to build a long-term career.

Our culture is built on consistency, accountability, and growth. We're not striving for perfection - we're striving to get a little better every day. I'm looking for someone who is coachable, open to feedback, and committed to personal and professional growth. If you enjoy working as part of a supportive team that values accountability and continuous improvement, we'd love to meet you.

Role Description

As an Account Associate for Jason Marquardt - 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.