What are the responsibilities and job description for the Account Associate - State Farm Agent Team Member position at James Rollo - State Farm Agent?
Benefits:
- License reimbursement
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
ABOUT OUR AGENCY:
Our agency opened in August 2007 and is a team of five focused on delivering high-level service and financial guidance to our customers. Before becoming a State Farm agent, I served as a corporate vice president for a Fortune 500 company and helped build businesses from the ground up. I made the transition to agency ownership to create something of my own and better serve my community.
I hold a Bachelor’s degree in Business Administration and have earned professional designations including CLU and ChFC, along with a Wealth Management Certified Professional designation through State Farm. I also speak Spanish and Portuguese, which helps us connect with a broader range of customers.
We are deeply involved in the community, supporting youth sports, veterans through Honor Flight, trade school scholarships, and local initiatives like Meals on Wheels.
For our team, we offer a 401(k) with a 6% match, fully paid health, dental, and vision benefits, and a strong focus on work-life balance.
Our office culture is professional, growth-focused, and centered around helping customers build, protect, and distribute their wealth. We’re looking for sales-minded individuals who are driven, motivated, and passionate about helping others while building a successful career.
ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for James Rollo - 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:
Our agency opened in August 2007 and is a team of five focused on delivering high-level service and financial guidance to our customers. Before becoming a State Farm agent, I served as a corporate vice president for a Fortune 500 company and helped build businesses from the ground up. I made the transition to agency ownership to create something of my own and better serve my community.
I hold a Bachelor’s degree in Business Administration and have earned professional designations including CLU and ChFC, along with a Wealth Management Certified Professional designation through State Farm. I also speak Spanish and Portuguese, which helps us connect with a broader range of customers.
We are deeply involved in the community, supporting youth sports, veterans through Honor Flight, trade school scholarships, and local initiatives like Meals on Wheels.
For our team, we offer a 401(k) with a 6% match, fully paid health, dental, and vision benefits, and a strong focus on work-life balance.
Our office culture is professional, growth-focused, and centered around helping customers build, protect, and distribute their wealth. We’re looking for sales-minded individuals who are driven, motivated, and passionate about helping others while building a successful career.
ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for James Rollo - 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.
QUALIFICATIONS:
- Strong organizational skills and attention to detail.
- Excellent customer service and communication skills.
- Previous experience in insurance or a related field preferred.