Account Associate - State Farm Agent Team Member

Ben Mayer - State Farm Agent; Neenah (WI); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Disability insurance

License reimbursement

401(k)

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

Ben Mayer - State Farm Agent in Neenah, WI is seeking an Account Associate who will grow our agency through meaningful customer relations and by acting as a liaison between client needs and agency departments. You will promote relevant products, maintain accurate records, and assist with policy changes, claims, and underwriting coordination to ensure timely policy issuance.

This role offers a flexible schedule and opportunities for advancement within a high-performing, community-focused office.

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

Job description

Benefits:

• Disability insurance


• License reimbursement


• 401(k)


• Bonus based on performance


• Competitive salary


• Dental insurance


• Flexible schedule


• Health insurance


• Opportunity for advancement


• Paid time off


• Training & development


• Vision insurance

ABOUT OUR AGENCY:

Our agency opened in 2016 and has grown into a high-performing team of five, with plans to expand to seven or eight in the near future. I graduated from the University of Wisconsin Green Bay and spent several years in leadership and sales before opening my own agency. That background has helped shape a team culture rooted in both performance and people.

We strongly value work-life balance, offering flexibility with schedules and time off so our team can thrive both inside and outside the office. Community involvement is also a big part of who we are - we volunteer at our kids’ schools, sponsor local golf outings, participate in Fox Crossing Fire Safety Day and Trunk or Treat, and support the kids recreation program through Fox Crossing Parks and Rec.

We’re proud to be one of the top-performing offices within State Farm, earning distinctions such as Presidents Club, Exotic Ambassador Club, and Chairman’s Circle, along with industry recognition through Million Dollar Round Table. But just as important — we accomplish all of this while having fun together as a team.

If you’re looking to join a winning team that values balance, community, and excellence, this could be a great place for you to grow.

ROLE DESCRIPTION:

As Account Associate - State Farm Agent Team Member for Ben Mayer - 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.