Account Associate - State Farm Agent Team Member

Cody Willis - State Farm Agent; Springfield (OR); On-site; USD 40,000 - 56,000; 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

Cody Willis - State Farm Agent in Oregon is seeking an Account Associate to support daily operations, manage customer accounts, and help grow the office through proactive service and marketing of relevant products.

You will collaborate with departments, handle policy changes, claims, and inquiries, and contribute to a culture of learning and advancement. The role emphasizes strong customer service, organization, and attention to detail in a fast-growing agency.

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

Insurance experience

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:

I launched my agency in 2024 and currently lead a growing team of two. Before becoming a State Farm agent, I spent 20 years in retail business management, building my career around serving others and leading teams. I studied Business Management at Lane Community College and am married with four children. Outside of work, my family enjoys board games, bike rides, camping, and spending time outdoors.

Giving back to the community is a priority for our agency. We proudly support Waypoint Community Church and local girls' club basketball programs, and we enjoy being involved in organizations that make a positive impact on local families.

Our agency offers a wellness benefit that includes a gym membership, a cell phone stipend, a Simple IRA, licensing reimbursement, work-life balance, and a bonus for becoming fully licensed within your first 60 days. We believe in investing in both the personal and professional well‑being of our team.

Our culture is energetic, supportive, and growth‑oriented. I'm looking for someone who is self‑motivated, eager to learn, and excited about advancing their career. If you're driven, hardworking, and ready to grow with a new agency, we'd love to meet you.

ROLE DESCRIPTION:

As an Account Associate for Cody Willis - 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.