Account Associate - State Farm Agent Team Member

Benefits:

• 401(k) matching
• Opportunity for advancement
• Paid time off
• Training & development

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 Katy, TX 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 Ade Oyejobi - 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:

• Coordinate and schedule appointments with local businesses to establish and maintain referral relationships.
• Manage and maintain the office calendar, ensuring all meetings, appointments, and follow-ups are accurately recorded and communicated.
• Conduct follow-up communications with businesses and internal teams to confirm appointments and gather necessary information.
• Serve as a primary point of contact for scheduling inquiries and referral coordination.
• Prepare and distribute scheduling reports and updates to relevant team members.
• Assist with general administrative tasks including data entry, filing, and maintaining contact databases.
• Collaborate with team members to streamline scheduling processes and improve referral workflows.