Account Associate
1 week ago
- Simple IRA
- Health stipend
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
Our legacy office opened on January 1, 2015, and our second office followed on October 1, 2022. Our team consists of 12 total members, including both in-office and remote support staff. Tenured team members enjoy a 36-hour workweek, with 'Remote Fridays' and a $2800 health insurance stipend for full-time employees. Additionally, we offer an Annual Incentive Plan, where full-time team members can earn annual bonuses ranging from $2500 to $7500 based on team agency metrics.
In 2023/24, our team developed our 'Core Values,' which reflect who we are as an agency. We are deeply committed to community-focused donation events, such as the Richfield Food Drive, Winter Gear Drive, and Penn Fest. Our agency's involvement in these initiatives is driven by the team and has become a fun and meaningful part of our culture. We are also quite active on social media, where our impact in the community is evident.
ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Karl Herman - 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.
- Strong organizational skills and attention to detail.
- Excellent customer service and communication skills.
- Previous experience in insurance or a related field preferred.
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