Account Associate - State Farm Agent Team Member

Shin Insurance Agency Inc; Portland (OR); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

License reimbursement

Advancement opportunities

Paid time off

Training & development

401(k)

Performance bonus

Competitive salary

Flexible schedule

Job summary

Shin Insurance Agency Inc. in Portland, OR is seeking an Account Associate to support daily operations and help grow our client base through proactive customer relations and service excellence.

You will update customer accounts, assist with policy changes, process claims, and coordinate with underwriters to ensure timely policy issuance. We value independence, clear communication, and a strong work ethic.

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 skills

Excellent customer service

Insurance experience

Job description

Benefits:

• License reimbursement
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule

ABOUT OUR AGENCY:

I opened my agency in 2020 and currently lead a team of five. Before becoming a State Farm agent, I built my career in investments, giving me a strong financial services background and a passion for helping people make informed decisions. Outside of work, I’m a husband and proud father of three, and spending time with my family is one of my biggest priorities.

Our agency offers a 401(k), paid time off, sick days, performance-based bonuses and commissions, and opportunities to earn additional PTO by reaching goals. We also like to recognize great work through gift cards, fun incentives, and regular kudos and recognition for team accomplishments.

Our office is driven, professional, and refreshingly drama-free. We value independence and trust our team members to take ownership of their responsibilities while providing excellent service to our customers. I’m looking for someone who is self-motivated, methodical, and a strong communicator.

If you’re highly driven, enjoy working independently, and want your performance to be recognized and rewarded, we’d love to meet you.

ROLE DESCRIPTION:

As Account Associate for David Shin - 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.