Account Associate - State Farm Agent Team Member

Phillip Rice - State Farm Agent; Southlake (TX); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

License by agency

Health insurance

Advancement opportunities

Paid time off

Training & development

401(k)

Performance bonus

Competitive salary

Flexible schedule

Job summary

Phillip Rice - State Farm Agent in Southlake, TX is seeking an Account Associate to join the team and support customers with their insurance needs. You will grow the agency through meaningful client relations and assist with policy changes, claims, and billing inquiries.

Ideal candidates are client-focused, organized, and communicative, with a willingness to learn, participate in ongoing training, and contribute to a collaborative, growth-oriented office 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:

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

ABOUT OUR AGENCY:

Phil opened his State Farm agency in February 2022 after spending 20 years in corporate finance within the travel industry. He earned his BBA in Finance from University of Texas at Arlington and his MBA from Southern Methodist University. As a husband and father, serving others has always been a central part of his life, and that mindset drives the culture of the agency today.

Our office is a relationship-first environment focused on helping people - not pushing products. We work hard, support one another, and invest heavily in personal and professional growth. The team is collaborative, accountable, and genuinely committed to helping each other succeed.

We stay active in the Southlake and North Texas communities through sponsorships, local events, and community outreach throughout the year. Our agency currently includes six full-time and three part-time team members.

We offer a monthly medical allowance, 401(k) with company match, PTO, 12 paid holidays, paid licensing after hire, ongoing training and development, and weekly and monthly incentives.

We’re looking for someone who is resilient, coachable, and motivated by helping people. If you value integrity, personal growth, and want to build a meaningful long-term career in a supportive environment, this could be a great fit for you.

ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Phillip Rice - 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.