Account Associate - State Farm Agent Team Member

Pbmesures; Sanford (NC); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Jared Spencer - State Farm Agent in Sanford, NC is seeking an Account Associate to support daily operations and grow the office through customer relations and service coordination. You will help customers with policy changes, process claims, and coordinate with underwriters, while benefiting from a Simple IRA, health insurance, paid time off, and opportunities for advancement.

This role emphasizes coaching, independence, and empathy, offering a rewarding path in a small team focused on growth

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 on status.
• Coordinate with underwriters to ensure timely policy issuance.

Skills

Organizational skills

Customer service

Insurance experience

Job description

Benefits:

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

ABOUT OUR AGENCY:

I opened my agency in 2015 and currently lead a close-knit team of three. Before becoming a State Farm agent, I worked in executive banking. After seeing several friends (and eventually my wife), build successful careers as State Farm agents, I decided to pursue agency ownership myself.

Our agency offers health benefits, a Simple IRA, paid time off, licensing reimbursement, and a strong commitment to work-life balance. We believe in giving our team the support and resources they need to grow while also encouraging independence and ownership of their roles.

Our office has a performance-driven culture with a strong emphasis on coaching and professional development. I'm looking for someone who is growth-oriented, receptive to coaching, and confident taking initiative without needing constant direction. Empathy is also important to us - we want someone who works hard, focuses on solutions, and genuinely cares about the people they serve.

ROLE DESCRIPTION:

As an Account Associate for Jared Spencer - 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.