Insurance Account Associate — Growth & Client Success

Annsmith; Edmond, Northern (OK, KY); Hybrid; USD 38,000 - 54,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

401(k) matching

Bonus based on performance

Job summary

Ann Smith State Farm is seeking an Account Associate in Edmond, OK to help grow the office through customer relations and service. You will act as a liaison between customer needs and agency departments, proactively marketing relevant products and services.

The role emphasizes building relationships, managing leads, and ensuring accurate data in CRM while supporting agents with policy changes and billing inquiries.

Qualifications

• Excellent customer service and communication skills.
• Strong organizational skills and attention to detail.
• Previous telemarketing or sales experience preferred, especially in insurance.
• Currently hold an insurance license or willing to obtain one.

Responsibilities

• Make outbound calls to prospective customers to promote State Farm Insurance products and services.
• Identify and qualify leads by gathering relevant customer information.
• Stay informed about the insurance products and services offered by State Farm.
• Follow up on leads from marketing campaigns or referrals to schedule appointments for agents.
• Provide initial information and answer basic questions about insurance options.
• Maintain and update a database of prospects and customer interactions.
• Ensure all communications adhere to State Farm guidelines and compliance standards.
• Prepare regular reports on call activity, lead generation, and appointment scheduling.
• Manage customer accounts and update information in the database.
• Assist customers with policy changes, billing and inquiries.

Skills

Customer service

Outbound calling

CRM software

Lead qualification

Communication

Persuasion

Organizational skills

Target-driven

Education

Insurance license (or willing to obtain)

Tools

CRM software

Job description

Ann Smith State Farm is seeking an Account Associate in Edmond, OK to help grow the office through customer relations and service. You will act as a liaison between customer needs and agency departments, proactively marketing relevant products and services.

The role emphasizes building relationships, managing leads, and ensuring accurate data in CRM while supporting agents with policy changes and billing inquiries.