Account Associate - State Farm Agent Team Member

Catharine Albin - State Farm Agent
  • Cedarburg, WI
  • Full-time
2 days ago

Job Description

Benefits:
  • License reimbursement
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

ABOUT OUR AGENCY:
I joined State Farm in 2021 and opened this agency in 2026 after a career in logistics. I come from a family of entrepreneurs, so I understand both the challenges and rewards of building something from the ground up. I'm passionate about providing the training, coaching, and support needed to help new team members succeed.

Our agency is built around relationships. We believe in taking the time to understand our customers' needs and becoming trusted advisors in the community. As a new agency, you'll have the opportunity to help build lasting customer relationships and make a meaningful impact from day one.

We offer a health stipend, licensing reimbursement, monthly team lunches, Casual Fridays, fun team outings, and a strong commitment to work-life balance. You'll also have the opportunity to work with an established book of business while continuing to build new relationships.

My goal is to create an environment where team members feel like they're working with me, not for me. I'm looking for someone who is persistent, trustworthy, self-motivated, and passionate about helping people. If you enjoy building relationships, thrive in a collaborative environment, and want to grow alongside a brand-new agency, we'd love to meet you.

ROLE DESCRIPTION:
As an Account Associate for Catharine Albin - State Farm Agent, you are vital to our daily business operations and customers’ success. You help grow our office through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services.

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.


Numbers & Facts

LocationCedarburg, WI
Job TypeFull-time

Skills

  • Business Operationsunmatched
  • Claims Processingunmatched
  • Coachingunmatched
  • Communication Skillsunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Detail Orientedunmatched
  • Entrepreneurshipunmatched
  • Health Insuranceunmatched
  • Healthcare Reimbursementunmatched
  • Insuranceunmatched
  • Licensingunmatched
  • Logisticsunmatched
  • Marketingunmatched
  • Operationsunmatched
  • Organizational Skillsunmatched
  • Reimbursementunmatched
  • Team Playerunmatched
  • Time Managementunmatched
  • Training/Teachingunmatched
  • Underwritingunmatched

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