Insurance Account Associate — Flexible Schedule & Growth

Thomas Rupert; Town of Clifton Park (NY); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Thomas Rupert, a State Farm Agent in Clifton Park, is seeking an Account Associate to enhance customer relationships and support daily operations. This role involves managing accounts, processing claims, and ensuring customer satisfaction.

The ideal candidate should be organized, customer-oriented, and motivated to grow professionally within a supportive team. Our agency emphasizes work-life balance and offers competitive benefits including a Simple IRA and opportunities for advancement.

Qualifications

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

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

Customer service skills

Attention to detail

Communication skills

Job description

Benefits:

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

ABOUT OUR AGENCY:
I opened my agency in 1997 and currently lead a team of six. I’ve been with State Farm since 1990, giving me a long-standing foundation in the industry and a deep understanding of how to serve customers and develop a successful team.

I’m a graduate of State University of New York at Potsdam. I have grown children and enjoy spending my free time on the lake—something that helps me maintain a strong work-life balance.

I stay active in the community as a member of the Southern Saratoga Chamber of Commerce and through involvement with Capital Cup for Kids. Being connected locally and giving back are important parts of how I run my agency.

Our agency offers a Simple IRA, licensing reimbursement, strong development opportunities, and a genuine focus on work-life balance. We take pride in creating an environment where people can grow and enjoy where they work.

Our culture is close-knit and family-oriented—we work hard, support each other, and make sure to have fun along the way. I’m looking for someone who is hardworking, motivated, and driven, with strong integrity. If you’re looking for a place where you can build your career, be part of a supportive team, and grow professionally, this could be a great fit for you.

ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Thomas Rupert - 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.