Account Associate - State Farm Agent Team Member

Brian Mcdonald - State Farm Agent; Town of Bath (NY); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Opportunity for advancement

Paid time off

Job summary

Brian McDonald Agency is seeking an Account Associate to support daily operations and customer success. You will manage accounts, assist with policy changes, and coordinate with underwriters to issue timely policies.

The role emphasizes strong organization, excellent customer service, and clear communication as you help grow the agency and serve clients in the community.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred but not required.

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

Insurance knowledge

Job description

Account Associate

ROLE DESCRIPTION

As Account Associate for the Brian McDonald Agency, 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 but not required.

Benefits

• 401(k)
• Bonus based on performance
• Opportunity for advancement
• Paid time off