Account Associate - State Farm Agent Team Member

Megan Borland - State Farm Agent; Thiensville (WI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Health insurance

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Job summary

Megan Borland - State Farm Agent in Wisconsin is seeking an Account Associate to support daily operations and customer success. You will grow the office through meaningful customer relations and act as a liaison between customer needs and agency departments, marketing relevant products and services.

The role emphasizes strong organization, exceptional customer service, and clear communication, with opportunities for advancement and a flexible schedule within a collaborative team.

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

Strong organizational skills

Customer service

Communication skills

Job description

Benefits

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

ABOUT OUR AGENCY:

I opened my agency in 2010 and currently lead a team of three. Before becoming a State Farm agent, I worked in corporate marketing within the financial industry. I'm an Indiana University graduate who loves traveling, snow skiing, volleyball, and spending time with my dogs.

Giving back to the community is important to me. I'm an active member of the local Rotary Club and proudly support the local Lions Club. Building strong relationships with our community is a big part of what we do.

Our agency offers PTO, a Simple IRA, a health stipend, licensing reimbursement, work-life balance, and plenty of bonus opportunities, including monthly and quarterly incentives and team trips. We believe in rewarding hard work and helping our team build successful careers.

Our culture is easygoing, customer-focused, and built on open communication. We enjoy learning together, supporting one another, and having fun while we work. I'm looking for someone who wants to grow, and I'd especially love to help someone who dreams of owning their own agency one day.

ROLE DESCRIPTION:

As an Account Associate for Megan Borland - 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.