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Account Associate - State Farm Agent Team Member

Matt Springer - State Farm Agent

Conroe, TX

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JOB DETAILS
SKILLS
Administrative Skills, Communication Skills, Computer Skills, Customer Relations, Customer Retention/Renewal, Customer Support/Service, Customer Training, Data Entry, Financial Services, Insurance, Interpersonal Skills, Marketing, Multilingual, Multitasking, Needs Assessment, Operational Support, Operations, Organizational Skills, Sales Prospecting, Spanish Language, Telephone Skills, Training/Teaching
LOCATION
Conroe, TX
POSTED
27 days ago
Benefits:
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Training & development

Position Overview:
We are seeking a customer-focused Account Associate to support daily agency operations and help drive growth through meaningful client interactions. This role blends front office support with customer engagement and product education.

Key Responsibilities:
  • Greet clients and manage incoming calls, texts, and emails
  • Provide excellent customer service and assist with basic service needs
  • Initiate conversations with prospective and current customers
  • Ask thoughtful, needs-based questions to understand customer situations
  • Educate customers on available insurance and financial service products
  • Support follow-up on quotes, renewals, and account reviews
  • Assist with administrative tasks, data entry, and appointment scheduling
Qualifications:
  • Strong communication and interpersonal skills
  • Comfortable engaging in conversation and asking questions to understand needs
  • Customer-focused with a proactive and positive approach
  • Organized and able to multitask in a fast-paced environment
  • Basic computer skills
Preferred (Not Required):
  • Background in customer service, administrative support, or marketing
  • Experience in insurance or financial services
  • Active insurance license or willingness to obtain
  • Bilingual Spanish preferred

About the Company

M

Matt Springer - State Farm Agent

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