Account Associate - State Farm Agent Team Member

Brian Bartz - State Farm Agent; Wales (WI); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

License reimbursement

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Brian Bartz - State Farm Agent is seeking an Account Associate to support daily operations and drive customer success. You will grow the agency through meaningful customer relations and act as a liaison between customer needs and agency departments.

You will help proactively market relevant products and services to improve clients’ lives. Join a team focused on building a stable career with flexibility and opportunities for advancement within a locally involved agency.

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

Insurance experience

Job description

Benefits:

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

ABOUT OUR AGENCY

Our office is proud to be pet friendly and deeply involved in the local community. I grew up in Nashotah and am a University of Wisconsin La Crosse alum, so supporting and staying connected to this area is especially meaningful to me.

We offer a 401(k), flexibility, and license reimbursement, creating an environment where team members can build both a stable career and a balanced life. Outside the office, I love spending time with my wife and our three daughters, who keep us busy with school and sports. We also share our home with two dogs who are part of the family. When I get the chance, I’m usually out on the lake waterskiing, on the golf course, or enjoying live music at local shows.

ROLE DESCRIPTION

As Account Associate - State Farm Agent Team Member for Brian Bartz - 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.