Account Associate - State Farm Agent Team Member

Bethany Bell - State Farm Agent

Venice (FL)

On-site

USD 42,000 - 56,000

Full time

14 days+
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Benefits offered by this job

Bonus based on performance
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development

Job summary

Bethany Bell - State Farm Agent is seeking an Account Associate to support daily operations, serve customers, and drive agency growth through relationship-building and proactive product recommendations.

You will handle policy changes, assist with inquiries, and coordinate with underwriters to ensure timely policy issuance, contributing to a welcoming, goal-focused team environment.

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

Customer service
Communication
Organization

Job description

Benefits:
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
ABOUT OUR AGENCY:

I opened my agency on January 1, 2025, and we’re a growing team of three who believe work should feel welcoming, motivating, and rewarding. Our office is intentionally laid back, but goal-focused - everyone knows what they’re working toward and takes pride in their individual contributions. My goal is to create a space that truly feels like home, where you don’t dread coming to work and instead feel supported and motivated each day.

We keep things fun and team-centered with a stocked snack cabinet and meaningful incentives. When we hit our annual goals, the entire team earns a trip and the destination is chosen together, whether that’s Mexico, a cruise, or Disney. I also believe strongly in giving back; when the team is confidently handling sales, I enjoy getting out into the community to volunteer and support local efforts.

If you’re looking for a relaxed but driven environment where goals are clear, teamwork is valued, and effort is celebrated, this could be a great place to grow and enjoy the work you do.

ROLE DESCRIPTION:

As Account Associate - State Farm Agent Team Member for Bethany Bell - 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.
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