Insurance Account Associate | Growth & Client Impact

Taylor Schultz - State Farm Agent; Watertown (WI); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Free food & snacks

Opportunity for advancement

Paid time off

Signing bonus

Training & development

Job summary

Taylor Schultz - State Farm Agent in Watertown, WI is seeking an Account Associate to support daily operations, grow the agency through meaningful customer relations, and act as a liaison between customer needs and agency departments.

The role emphasizes being sales-minded, delivering friendly service, handling policy changes, claims, and inquiries, and coordinating with underwriters to ensure timely policy issuance while helping clients manage risk and realize their goals.

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

Sales mindset

Job description

Taylor Schultz - State Farm Agent in Watertown, WI is seeking an Account Associate to support daily operations, grow the agency through meaningful customer relations, and act as a liaison between customer needs and agency departments.

The role emphasizes being sales-minded, delivering friendly service, handling policy changes, claims, and inquiries, and coordinating with underwriters to ensure timely policy issuance while helping clients manage risk and realize their goals.