Account Associate - State Farm Agent Team Member

Carl Dodge - State Farm Agent; Merrill (WI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

License reimbursement

401(k)

Bonus based on performance

Flexible schedule

Health insurance

Paid time off

Training & development

Opportunity for advancement

Job summary

Carl Dodge - State Farm Agent in Wisconsin is seeking an Account Associate to support daily operations and help customers find the right insurance and banking solutions.

You will grow the office through meaningful relationships, update records, process policy changes and collaborate with underwriters to issue policies and respond promptly to inquiries.

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

Communication skills

Insurance experience

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:

I opened my agency in 2026 and currently lead a growing team of two. Before becoming an agent, I spent seven years as an agent team member, giving me firsthand experience in the business and a strong foundation for building an agency of my own. I’m a graduate of the University of Wisconsin, Green Bay and earned my master’s degree from the University of Phoenix.

Outside of work, I’m married with two kids, and sports (especially football), are a big part of our family. I coach middle school football as well as flag football for younger kids, which gives me another opportunity to mentor, teach, and help others develop.

As a newer agency, we’re excited to become more involved in the community as we grow. We recently joined the local Chamber of Commerce and look forward to building relationships and finding additional ways to support the community we serve.

Our agency offers health benefits, a 401(k), paid time off, a life insurance stipend, licensing reimbursement, and a strong commitment to work-life balance. As a growing office, this is also a great opportunity for someone who wants to join early, develop their skills, and grow alongside the agency.

We’re building a team-oriented environment where people can learn, contribute, and take pride in what we accomplish together. If you’re looking for an opportunity to be part of a newer agency where you can make an impact and build a long-term career, we’d love to meet you.

ROLE DESCRIPTION:

As Account Associate for Carl Dodge - 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.