Account Associate - State Farm Agent Team Member

Chuck Sloan - State Farm Agent; Tulsa (OK); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Paid time off

Flexible schedule

Opportunity for advancement

Training & development

Job summary

Chuck Sloan - State Farm Agent in Tulsa, Oklahoma is seeking an Account Associate to assist in vibrant business operations. Responsibilities include managing customer accounts, processing claims, and ensuring customer satisfaction. Ideal candidates will have strong organizational capabilities and excellent communication skills.

Join a positive and fun office culture that emphasizes teamwork and community involvement. You will be part of a supportive environment focused on personal and professional growth.

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:

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

About our agency

Our agency opened in 2021 and is a growing team of four focused on building a positive, high-performing environment. Before becoming a State Farm agent, I worked in the oil and gas industry, bringing a strong work ethic and results-driven mindset into the agency.

I attended Oklahoma State University, where I ran cross country and track. I’m a proud parent of two daughters, and we stay very active as a family. I’m also highly involved in the community, serving with the Brookside Business Association, a local Neighborhood Association, and the Tulsa Triathletes board. I also enjoy giving back by coaching middle school cross country and track.

For our team, we offer PTO, holiday pay, a 401(k), health benefits, and a strong focus on work-life balance.

Our office culture is fun, light, and positive. We’re looking for someone who brings great energy every day—someone who is positive, goal-oriented, and enjoys being part of a team that supports each other while working toward success.

Role description

As Account Associate - State Farm Agent Team Member for Chuck Sloan - 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.