Account Associate - State Farm Agent Team Member

Eric Casey - State Farm Agent; Wauwatosa (WI); Vor Ort; USD 42.000 - 54.000; Vollzeit

Benefits dieser Stelle

License reimbursement

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Paid time off

Training & development

Zusammenfassung

Eric Casey - State Farm Agent in Wisconsin is seeking an Account Associate to support daily operations and strengthen customer relationships. You will help grow the office through proactive service and cross-selling relevant products and services.

The role emphasizes organized administration, effective communication, and teamwork to ensure smooth policy handling and customer satisfaction. A strong work ethic and commitment to work-life balance are valued as part of our local agency culture.

Qualifikationen

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred.

Aufgaben

• 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.

Kenntnisse

Organizational skills

Customer service

Communication skills

Jobbeschreibung

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

I opened my agency in 2002 and currently lead a team of two. Before becoming a State Farm agent, I worked in wholesale sales. I've been married for 24 years, have two sons, and enjoy coaching their sports teams. Outside of work, you'll usually find me outdoors or out on the water boating with my family.

Giving back to the community is important to me. Our agency proudly supports local youth sports teams and enjoys investing in the communities we serve.

For our team, we offer health benefits, a 401(k), PTO, paid holidays, licensing reimbursement, and a strong commitment to work-life balance. We believe in supporting our team while creating a rewarding, long-term career.

Our culture is relaxed, family-first, and built on trust. I don't believe in micromanaging—I believe in hiring great people, treating customers the right way, and giving my team the freedom to do their job well. If you're hardworking, dependable, and value both great customer service and work-life balance, we'd love to meet you.

Role Description

As Account Associate for Eric Casey - 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.