Account Associate - State Farm Agent Team Member

Michael Daka - State Farm Agent; Newtown (PA); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Michael Daka - 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, promoting relevant products and services.

Ideal candidates are motivated, eager to learn, and ready to build a rewarding career with a supportive team. The role emphasizes service excellence, organization, and proactive engagement in our community.

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

Attention to detail

Customer service

Communication

Job description

Benefits:

• Simple IRA


• License reimbursement


• Health insurance


• Opportunity for advancement


• Paid time off


• Training & development


• Bonus based on performance


• Competitive salary


• Flexible schedule

ABOUT OUR AGENCY:

I opened my agency in 2020 and currently lead a close-knit team of three. Before becoming a State Farm agent, I spent 11 years in the financial services and banking industry, bringing a strong background in helping people make informed financial decisions. I'm a graduate of Temple University's Fox School of Business, married, and a proud dad to a wonderful daughter.

We enjoy staying connected to our community and finding opportunities to support the people and organizations around us.

Our agency offers health benefits, a SIMPLE IRA, paid time off, licensing reimbursement, professional coaching and development, and a strong commitment to work-life balance. We also offer the State Farm Agent Aspirant Program for team members interested in developing toward future agency ownership.

Our culture is relaxed, positive, and focused on growth. We've created a great environment where team members can enjoy coming to work while continuing to develop professionally. I'm looking for someone who is highly motivated, ready to learn, and excited to build a rewarding career with a supportive team.

ROLE DESCRIPTION:

As an Account Associate for Michael Daka - 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.