Account Associate - State Farm Agent Team Member

Insurewaunakee; Waunakee, Northern (WI, KY); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Simple IRA

Health insurance

Opportunity for advancement

Paid time off

Bonus based on performance

Job summary

John Jensen - State Farm Agent is seeking an Account Associate to support daily operations and grow the office through meaningful customer relations. You will act as a liaison between customer needs and agency departments, promoting relevant products and services.

The role focuses on proactive client service, accurate data handling, and timely communication with customers. A strong emphasis is placed on teamwork, adaptability, and willingness to learn.

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

Account Associate - State Farm Agent Team Member

Full Time in Waunakee - WI

• Simple IRA
• Health insurance
• Opportunity for advancement
• Paid time off
• Bonus based on performance

ABOUT OUR AGENCY

I opened my agency in 2020 after spending three and a half years as a State Farm team member. Before joining State Farm, I worked for a software company as a corporate trainer, which helped shape my passion for learning, development, and helping others succeed. Agency ownership appealed to me because it combines a higher purpose of helping people with the opportunity to set goals, measure progress, and continually improve.

Giving back is important to us. We periodically partner with a local nonprofit that helps families in our community access basic necessities and support during times of need.

Our agency offers health benefits, a Simple IRA retirement plan, paid time off beginning from the start of employment, paid major federal holidays, and a strong commitment to work-life balance. We also invest heavily in training and development programs to give our team the tools and knowledge they need to succeed.

Our office is fun, growth-minded, and always willing to try new things. We even believe conversations about insurance can be enjoyable! I’m looking for someone who genuinely enjoys helping others, is adaptable, learns quickly, and wants to continue growing. If you can learn a process, replicate it successfully, and stay open to coaching and new ideas, you’ll fit in well with our team.

ROLE DESCRIPTION

As an Account Associate for John Jensen - 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.

Compensation $55,000.00 - $70,000.00 per year