Account Associate - State Farm Agent Team Member

Taylor Schultz - State Farm Agent; Watertown (WI); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Free food & snacks

Opportunity for advancement

Paid time off

Signing bonus

Training & development

Job summary

Taylor Schultz - State Farm Agent in Watertown, WI is seeking an Account Associate to support daily operations, grow the agency through meaningful customer relations, and act as a liaison between customer needs and agency departments.

The role emphasizes being sales-minded, delivering friendly service, handling policy changes, claims, and inquiries, and coordinating with underwriters to ensure timely policy issuance while helping clients manage risk and realize their goals.

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

Sales mindset

Job description

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Free food & snacks
• Opportunity for advancement
• Paid time off
• Signing bonus
• Training & development

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.We are located in Watertown, WI and help customers with their insurance and financial services needs, including:

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

ROLE DESCRIPTION

As Account Associate - State Farm Agent Team Member for Taylor Schultz - 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.