Account Associate - State Farm Agent Team Member

Jim Rottkamp - State Farm Agent; Stamford (CT); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

License reimbursement

Advancement opportunities

Paid time off

Training and development

401(k)

Performance bonus

Competitive salary

Flexible schedule

Job summary

Jim Rottkamp - State Farm Agent is seeking an Account Associate to support daily operations and drive customer success. You will help grow the office through meaningful customer relations and act as a liaison between customer needs and agency departments.

You will proactively market relevant products and services to improve the lives of customers. The role emphasizes strong organizational and communication skills, with responsibilities spanning account management, policy changes, claims

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or 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 claim status.
• Coordinate with underwriters to ensure timely policy issuance.

Skills

Strong organizational skills

Attention to detail

Excellent customer service

Communication skills

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 2001 and currently lead a close-knit team of three. Before becoming an agent, I worked internally with State Farm, giving me valuable experience and a strong foundation for agency ownership. We also have a yellow Lab who spends time in the office and is an important part of the team.

Our agency offers a 401(k), licensing reimbursement, and a strong commitment to work-life balance. We believe in giving our team the tools and flexibility they need to be successful.

Our culture is relaxed, trusting, and team-oriented. I'm not a micromanager - I believe in giving people the freedom to do their jobs and trusting them to follow through. I'm looking for a go-getter who takes initiative, gets the job done, and works well with everyone. If you're dependable, self-motivated, and enjoy being part of a close-knit team, we'd love to meet you.

ROLE DESCRIPTION:

As anAccount Associate for Jim Rottkamp - 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.