Account Associate - State Farm Agent Team Member

State Farm Agent; West Linn (OR); On-site; USD 24,796 - 27,552; Full time

Benefits offered by this job

Simple IRA

Bonus based on performance

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

State Farm Agent is seeking a dependable Account Associate in West Linn, Oregon. This role involves supporting the sales process through administrative tasks, ensuring smooth operations after sales.

As an Account Associate, you will follow up on applications, coordinate with underwriting, and maintain client records. The ideal candidate should possess strong organizational skills, communicate effectively, and preferably be bilingual in Spanish.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent communication and customer service abilities.
• Ability to multitask and manage time effectively in a fast-paced environment.
• Previous experience in insurance or a related field is a plus.

Responsibilities

• Follow up on applications, missing documents, and required signatures.
• Coordinate with underwriting to resolve pending issues and expedite policy issuance.
• Maintain accurate client records and policy data.
• Respond to client inquiries regarding policy changes.

Skills

Organizational skills

Communication

Customer service

Bilingual Spanish

Multitasking

Job description

Responsive recruiter

Replies within 24 hours

Benefits

• Simple IRA
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

We’re looking for a dependable, detail-oriented Account Associate to join our team. In this role, you’ll play a key part in supporting the sales process by handling the administrative and follow-up tasks that ensure smooth operations after a sale is made.

This is an excellent opportunity for someone who thrives behind the scenes, enjoys staying organized, and takes pride in keeping things moving efficiently for both the team and our customers.

Role Description

As an Account Associate for Russel Williams - State Farm Agent, you help drive the agency’s success by providing essential post-sale support. You’ll manage administrative tasks, communicate with clients, coordinate with underwriting, and ensure all necessary documentation and follow-ups are completed accurately and on time.

Responsibilities

• Follow up on applications, missing documents, and required signatures.
• Coordinate with underwriting to resolve pending issues and expedite policy issuance.
• Set and confirm appointments for agents and clients.
• Maintain accurate client records and policy data.
• Respond to client inquiries regarding policy changes and status updates.
• Support the sales team with other administrative and operational tasks as needed.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent communication and customer service abilities.
• Ability to multitask and manage time effectively in a fast-paced environment.
• Previous experience in insurance or a related field is a plus.
• Comfort making phone calls and following up on outstanding items.
• Bilingual Spanish highly preferred.

Compensation: $18.00 - $20.00 per hour

Are You Driven & Ambitious?

We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it! We want to work alongside those who are equally committed to excellence and personal achievement. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team. Come work with an energetic, fun team at Russel Williams - State Farm Agent!

About Our Agency

We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Crop Insurance, College Planning, Health Insurance, and Renters Insurance. Our office is located in West Linn & Happy Valley. Additional languages spoken: Spanish

Apply now and let us put you on the path to success.

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.