Account Associate - State Farm Agent Team Member

Josue Rivera - State Farm Agent; Tampa (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Simple IRA

Bonus based on performance

Competitive salary

Health insurance

Paid time off

Training & development

Opportunity for advancement

Flexible schedule

Job summary

Josue Rivera - State Farm Agent is looking for an Account Associate to support daily business operations and enhance customer relations. This role involves managing client insurance accounts, generating leads, and ensuring customer satisfaction.

The ideal candidate will have strong organizational skills and effective communication abilities. A background in insurance is preferred, along with a proactive approach to client management. Join our collaborative team and contribute to meaningful customer outcomes.

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 and maintain client insurance accounts with accuracy and attention to detail.
• Follow up with existing clients to ensure satisfaction and address any inquiries or issues.
• Generate new leads through research, networking, and outreach efforts.
• Assist in preparing and processing insurance applications and documentation.
• Coordinate with underwriters, brokers, and other insurance professionals to facilitate policy issuance.
• Update and maintain accurate records of client interactions and account status in the CRM system.
• Monitor policy renewals and proactively reach out to clients for renewals or upgrades.
• Ensure compliance with company policies and industry regulations.
• Participate in training sessions to stay informed about insurance products and market trends.

Skills

Organizational skills

Customer service skills

Communication skills

Education

Experience in insurance or related field

Job description

Benefits:

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

About Our Agency

Our agency has proudly served the community since January 2020 and is supported by a team of 4 talented professionals. Before opening the agency, I started in the industry under another agent in 2017. I was motivated to build something of my own, and State Farm provided the perfect opportunity to run my own business with strong culture, support, and community partnership.

I graduated from the University of Puerto Rico with a degree in International Business and have a rich multicultural background. My commitment to the community runs deep; I’m active in my church, participate in local service projects, and previously served as a missionary for two years.

We offer a range of benefits, including training and development opportunities, health benefits, an IRA plan, casual Fridays, team-building activities, and growth opportunities. We also partner with other agents to host fun and meaningful events.

Our office is team-oriented, collaborative, and customer-focused. I’m passionate about helping my team grow both personally and professionally. We prioritize dedication, coachability, and a positive attitude over prior experience—because the right mindset is what fuels success. If you’re looking for a place where you can grow your skills, contribute to a winning team, and make a real impact, this could be the perfect fit for you.

Role Description

As Account Associate - State Farm Agent Team Member for Josue Rivera - 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 and maintain client insurance accounts with accuracy and attention to detail
• Follow up with existing clients to ensure satisfaction and address any inquiries or issues
• Generate new leads through research, networking, and outreach efforts
• Assist in preparing and processing insurance applications and documentation
• Coordinate with underwriters, brokers, and other insurance professionals to facilitate policy issuance
• Update and maintain accurate records of client interactions and account status in the CRM system
• Monitor policy renewals and proactively reach out to clients for renewals or upgrades
• Ensure compliance with company policies and industry regulations
• Participate in training sessions to stay informed about insurance products and market trends

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred.