Account Associate - State Farm Agent Team Member

Courtney Paat Agency; Town of Florida (NY); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Hiring Bonus

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Courtney Paat Agency in the Town of Florida is seeking an Account Associate to support daily operations and enhance customer relationships. You will manage customer accounts, assist with inquiries and policy changes, and handle insurance claims, all while fostering a positive team environment.

The ideal candidate is organized, possesses excellent communication skills, and ideally has experience in the insurance industry. Team building is emphasized, and this role offers a hiring bonus along with competitive salary and benefits.

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

Communication skills

Job description

Benefits

• Hiring Bonus
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule

About Our Agency

I’ve always been passionate about helping people and building strong relationships, which is what led me into the insurance industry. My husband, Angel, and I have been married for 28 years, and we have two children. I’m a proud graduate of Florida State University where I majored in Risk Management and Insurance — Go ’Noles!

Giving back to the community is a huge part of who I am. I stay actively involved with organizations including the Girl Scouts of West Central Florida, Aspire Plant City, the Greater Plant City Chamber of Commerce, and several local school programs and booster organizations. Building connections and supporting others has always been important to me both personally and professionally.

Our office is very team oriented, and we love creating a positive environment where people genuinely enjoy working together. We do a lot of fun team building activities and believe a strong culture is one of the biggest keys to success.

Role Description

As Account Associate - State Farm Agent Team Member for Courtney Paat - 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 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.