Account Associate - State Farm Agent Team Member

Melanie Bakala - State Farm Agent; Shelton (WA); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

An insurance agency in Shelton, WA is seeking an Account Associate to enhance daily operations and customer success. The role involves managing customer accounts, assisting with policy inquiries, and processing claims, while focusing on building strong client relationships. Ideal candidates will have excellent communication skills and a detail-oriented approach. Join our dynamic team for growth opportunities, performance bonuses, and a supportive work culture.

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

Organizational skills

Customer service

Communication skills

Job description

Benefits

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

About Our Agency

Our agency opened in 2010 and has grown into a high-performing team of 19 across two offices. We’ve built a strong reputation by focusing on both results and relationships, creating an environment where team members can thrive and grow.

For our team, we offer unlimited income potential, a strong focus on professional and personal development, additional PTO when goals are met, opportunities for advancement, team trips, individual travel bonuses, regular team-building events, a Simple IRA, health benefits, and reimbursement for licensing costs.

Our culture is “work hard, play hard,” built around a team of driven, supportive individuals who enjoy winning together. Our mission goes beyond selling insurance—we’re here to help protect families and make a meaningful difference. We’re looking for passionate, integrity-driven individuals with courage who want to grow, be challenged, and be part of something bigger. If you’re ready for a role that is both demanding and rewarding, this could be the right fit for you.

Role Description

As Account Associate - State Farm Agent Team Member for Melanie Bakala - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer 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 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.