Account Associate - State Farm Agent Team Member

Dan Albernas - State Farm Agent; Plantation (FL); On-site; USD 38,000 - 56,000; Full time

Benefits offered by this job

Competitive salary

Advancement opportunities

Paid time off

Training & development

Performance bonus

Job summary

Dan Albernas - State Farm Agent is seeking an Account Associate to support daily operations and serve customers. You will help grow the office through meaningful client relationships and act as a liaison between customer needs and agency departments.

You will assist with policy changes, process claims, onboarding new customers, and coordinate with underwriters to ensure timely policy issuance. The role emphasizes strong organization, communication, and a customer-first approach.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred.
• Licensing will be required.

Responsibilities

• Manage customer accounts and update information in the database.
• Assist customers with policy changes and inquiries.
• Take on various tasks given by the Sales team, including onboarding customers.
• Process insurance claims and follow up with customers on claim status.
• Coordinate with underwriters to ensure timely policy issuance.

Skills

Customer service

Communication

Organizational skills

Attention to detail

Licensing needed

Education

Insurance licensing (required)

Job description

Benefits:

• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance

ROLE DESCRIPTION:

As an Account Associate for Dan Albernas - 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.
• Take on various tasks given by the Sales team, including onboarding customers.
• 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.
• Licensing will be required.