Account Associate - State Farm Agent Team Member

Bertoinsurance; Wisconsin; On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Opportunity for advancement

Paid time off

Signing bonus

Job summary

A local insurance agency in Saukville, Wisconsin is seeking an Account Associate - State Farm Agent Team Member to enhance customer relations and manage accounts. You will assist with policy changes, process claims, and coordinate with other departments. Ideal candidates have strong organizational and communication skills, along with a background in insurance. Competitive salary offered, alongside multiple performance-based bonuses and benefits, within a supportive work environment.

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

Strong organizational skills

Excellent customer service

Communication skills

Job description

Account Associate - State Farm Agent Team Member

Full Time in Saukville - WI

• Bonus based on performance
• Opportunity for advancement
• Paid time off
• Signing bonus

ABOUT OUR AGENCY

Call me Berto! As a proud Ozaukee native and Grafton High School alum, I genuinely love and value this community—and that passion carries through to our agency culture. We’ve built a fun, energetic, and family-oriented environment that truly feels like home. From weekly team luncheons to a snack room stocked with everyone’s favorite treats, we prioritize connection, laughter, and support while doing meaningful work for our customers. If you're looking for a workplace where relationships matter and your energy is appreciated, we’d love to meet you.

ROLE DESCRIPTION

As an Account Associate - State Farm Agent Team Member for Norberto Matos-Soto - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and act 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.

Compensation $50,000.00 - $70,000.00 per year

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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.

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