My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Exton, PA and help customers with their insurance and financial services needs, including:
Auto insurance
Home insurance
Life insurance
Retirement planning
ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Chris Yard - State Farm Agent, your work drives our agency's growth and supports our customers' success. You build strong relationships and act as the central link between customer needs and agency resources. By proactively identifying and marketing the right products and services, you help customers make confident decisions and strengthen their protection. RESPONSIBILITIES:
Build meaningful customer relationships through warm, professional, and proactive communication
Serve as the liaison between customer needs and agency departments to ensure smooth, accurate service
Proactively identify customer needs and market relevant products and services
Manage inbound and outbound interactions with consistency, accuracy, and urgency
Follow workflows, document, and meet activity expectations
Support follow-ups, policy review meetings, and cross-sell opportunities
QUALIFICATIONS:
Coachable, competitive, and consistent work ethic
Strong communication: clear, professional, and customer focused
Ability to multitask, prioritize, and stay organized in a fast-paced environment
Sales aptitude or interest in developing sales skills
Ability to learn insurance products, systems and workflows quickly
Must obtain and maintain required insurance licenses and training certificates