Account Associate - State Farm Agent Team Member

Bart Perry - State Farm Agent; Pell City (AL); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

License reimbursement

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Bart Perry - State Farm Agent seeks an Account Associate to support daily operations and customer success. You will grow our office through meaningful customer relations and by linking client needs to agency services.

Join a close-knit team that values balance, advancement opportunities, and flexible scheduling. You will manage accounts, assist with policy changes, and help process claims while coordinating 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.

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

Attention to detail

Customer service

Communication skills

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 2018 after spending four years in the Agent Aspirant program preparing for agency ownership. Today, I lead a close-knit team of five, many of whom have worked together for three to five years. That longevity has helped us build a strong culture where people genuinely enjoy coming to work and succeeding together.

Giving back is a big part of our agency. I serve on the advisory council for the Boys & Girls Club, and we partner with the Logan Martin Charity Foundation for its annual boat show. We also support events throughout the Pell City school system and Ann’s New Life Center, an organization that assists low-income expectant mothers.

Our agency offers health benefits, a 401(k), paid time off, licensing reimbursement, production bonuses, and a strong commitment to work‑life balance. We also reward performance with additional flexibility - team members who stay on track with their goals can earn a four-day workweek during part of the year.

Culture and morale are incredibly important to us. Our office is friendly, competitive, and team-oriented, and we want someone who will genuinely fit into that environment. If you're motivated to perform, enjoy being part of a close-knit team, and want to work somewhere that recognizes strong results, we'd love to meet you.

ROLE DESCRIPTION:

As an Account Associate for Bart Perry - 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.