Account Associate - State Farm Agent Team Member

Andy Roethele Insurance & Financial Services; Plano (TX); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

Health reimbursement plan

Retirement plan

Leads provided

Job summary

Andy Roethele Insurance & Financial Services in Plano, TX seeks an outgoing, customer-focused team member to market State Farm’s insurance and financial products while building strong client relationships.

You’ll prospect, educate customers on needs-based options, and collaborate across Highland Village and Plano offices to deliver personalized service and growth opportunities.

Qualifications

• Interest in marketing products and services based on customer needs.
• Excellent communication skills - written, verbal and listening.
• People-oriented.
• Detail oriented.
• Proactive in problem solving.
• Able to learn computer functions.
• Ability to work in a team environment.
• Willing to work between both offices (Highland Village and Plano, TX).

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Skills

Marketing products

Customer focus

Teamwork

Communication skills

Detail oriented

Problem solving

Computer skills

Office collaboration

Job description

About Us

Since opening our first agency in Highland Village in 2015 and expanding to Plano in 2023, we’ve built a thriving team of 12 and are continuing to grow. We pride ourselves on creating a positive, dynamic work environment that fosters collaboration, personal growth, and success.

What Makes Us Different

• Team Bonding: From friendly competitions to birthday lunches and team outings, we celebrate our successes together.
• Community Involvement: We actively participate in and sponsor local teams, clubs, and events, staying connected to our communities in Highland Village and Plano.

Compensation & Growth

• Competitive pay, individual bonuses, and a health reimbursement plan.
• Retirement plan to help you invest in your future.
• In-house marketing and a steady stream of leads to support your success.
• Unmatched opportunities for growth, including our Agent Aspirant program designed to help team members develop into future business owners and State Farm agents.

Position Overview

If you’re outgoing, customer-focused, and enjoy making a difference in people’s lives, this is the opportunity for you. As part of our team, you’ll help market State Farm’s industry-leading insurance and financial service products while building strong customer relationships.

Be part of a team that works hard, grows together, and gives back.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Requirements

• Interest in marketing products and services based on customer needs
• Excellent communication skills - written, verbal and listening
• People-oriented
• Detail oriented
• Proactive in problem solving
• Able to learn computer functions
• Ability to work in a team environment
• Willing to work between both offices (Highland Village and Plano, TX)