Account Associate - State Farm Agent Team Member

Daniel Holstein - State Farm Agent; Metairie (LA); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Life insurance

Licensing paid by agency

Disability insurance

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Vision insurance

Dental insurance

Job summary

Daniel Holstein - State Farm Agent is seeking an Account Associate to support daily operations, manage customer accounts, and act as a liaison between customers and agency departments. You will proactively market relevant products and services to improve customers' lives.

The role emphasizes strong organization, excellent communication, and a customer-focused approach within a local agency. Training, advancement opportunities, and a competitive salary are included.

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

Strong organizational skills

Excellent customer service

Communication skills

Job description

Benefits:

• Life insurance
• Licensing paid by agency
• Disability insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Vision insurance
• Dental insurance

ABOUT OUR AGENCY::

I opened my agency in 2021 and currently lead a close-knit team of five. Before becoming an agent, I worked as a State Farm team member myself, giving me firsthand experience with the role and an understanding of what it takes to build a successful career in the industry.

We enjoy staying involved in our community and sponsor several local races and festivals each year, including events connected with Mardi Gras, the Greek Festival, and Oktoberfest. We also make time to enjoy each other as a team, including taking a day off together for a team meal and other activities.

Our agency offers 12 days of PTO during your first year, with additional PTO as your tenure grows, a $50,000 term life insurance policy, short-term disability coverage, dental and vision insurance, licensing costs paid up front, and a strong commitment to work-life balance.

Our culture is built around five core values: integrity, personal accountability, enthusiastically solving problems, continuously learning and growing, and looking for opportunity in every situation and conversation. I'm looking for someone who lives those values, cares about others, and wants to grow both personally and professionally.

ROLE DESCRIPTION:

As an Account Associate for Daniel Holstein - 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.