Account Associate - State Farm Agent Team Member

Marc Tedaldi - State Farm Agent; Town of Mount Pleasant (NY); Vor Ort; USD 42.000 - 60.000; Vollzeit

Benefits dieser Stelle

License reimbursement

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Zusammenfassung

Marc Tedaldi - State Farm Agent in New York is seeking an Account Associate to join a small, people-focused team. You will support daily operations, manage customer needs, and help connect clients with the right insurance products.

The role emphasizes client service, bilingual Spanish skills, and a friendly, coachable attitude. The agency offers licensing reimbursement, paid time off, ongoing training, and a commitment to work-life balance, plus opportunities for advancement and bonuses.

Qualifikationen

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

Aufgaben

• 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.

Kenntnisse

Attention to detail

Customer service

Insurance experience

Spanish language

Jobbeschreibung

Benefits:

• License reimbursement


• Opportunity for advancement


• Paid time off


• Training & development


• Bonus based on performance


• Competitive salary


• Flexible schedule

ABOUT OUR AGENCY:

I opened my agency in 2012 and currently lead a close-knit team of four. Before becoming a State Farm agent, I worked in financial services, giving me a strong foundation in helping people understand their options and make informed financial decisions. I’m a graduate of Saint John’s University and, outside of work, I’m a proud husband and father of one daughter.

Supporting our local community is important to us. Our agency enjoys sponsoring area schools, Boy Scouts, and other local organizations and community groups throughout the year.

Our agency offers paid time off, paid holidays, licensing reimbursement, and a strong commitment to work-life balance. We want our team members to have the support they need to build successful careers while still having time for the things that matter outside of work.

Our office is friendly, supportive, and people-focused. I’m looking for someone who genuinely enjoys talking with and getting to know others. The right person is outgoing, personable, coachable, and willing to learn, with a positive attitude and a natural ability to connect with people. Above all, we want a genuinely nice person who will contribute to a great team environment and take excellent care of our customers.

ROLE DESCRIPTION:

As an Account Associate for Marc Tedaldi - 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.


• Bilingual Spanish preferred.