Account Associate - State Farm Agent Team Member

Erica Bantom Martin - State Farm Agent

Philadelphia (Philadelphia County)

On-site

USD 35,000 - 65,000

Full time

14 days+
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Benefits offered by this job

Simple IRA
License reimbursement
Bonus based on performance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Flexible schedule

Job summary

Erica Bantom Martin - State Farm Agent is looking for an Account Associate who will support daily agency operations and help grow the client base in Philadelphia. You will liaise between customers and multiple agency departments to ensure seamless service and proactive marketing of relevant products and services.

Ideal candidates are sociable, sales-minded, and customer-focused, with a willingness to learn and contribute to a collaborative team that values great service and community involvement.

Qualifications

  • Excellent customer service and communication skills.
  • Strong organizational skills and attention to detail.
  • Experience in insurance or related field preferred.
  • Bilingual Spanish preferred.

Responsibilities

  • Manage client accounts and update information in the database.
  • Assist clients with policy changes and inquiries.
  • Process insurance claims and follow up with clients on claim status.
  • Coordinate with underwriters to ensure timely policy issuance.

Skills

Customer service
Sales mindset
Bilingual Spanish

Job description

Benefits:
  • Simple IRA
  • License reimbursement
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Flexible schedule
ABOUT OUR AGENCY:

I opened my agency in 1997 and today lead a team of seven dedicated professionals. Our team brings a wide range of experience, from new team members to those who have been with us for more than a decade. We take pride in providing exceptional customer service while creating a supportive environment where people can build long-term careers.

Giving back to our community is an important part of who we are. Each year, we host a Back-to-School BBQ where we invite our customers and neighbors to enjoy lunch with us while providing free school supplies to local students and families.

Our agency offers a health stipend, Simple IRA, licensing reimbursement, birthdays off, and a strong commitment to supporting our team's success. We believe in recognizing our team members and creating a workplace where people feel valued.

Our culture is built on teamwork and a work hard, play hard mentality. We support one another, celebrate successes together, and strive to create an environment where everyone can grow and make a meaningful impact. If you're looking for a collaborative team that values great customer service and having fun along the way, we'd love to meet you.

ROLE DESCRIPTION:

As Account Associate - State Farm Agent Team Member for Erica Bantom Martin - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client 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 client accounts and update information in the database.
  • Assist clients with policy changes and inquiries.
  • Process insurance claims and follow up with clients 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.
  • Bilingual Spanish preferred.
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