Account Associate - State Farm Agent Team Member

Katie Martin - State Farm Agent; Bellbrook (OH); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

License reimbursement

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunities for advancement

Paid time off

Training & development

Job summary

Katie Martin - State Farm Agent is seeking an Account Associate who will be essential to daily operations and customer success. You will grow the office through meaningful customer relations and act as a liaison between customer needs and agency departments, while promoting relevant products and services.

Our agency offers health benefits, a 401(k), PTO, paid holidays, your birthday off, and opportunities for bonuses and advancement.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred.

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.

Skills

Organizational skills

Attention to detail

Customer service

Communication skills

Insurance experience

Job description

Benefits

• License reimbursement
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY

I opened my agency in 2014 and currently lead a team of two. Before becoming a State Farm agent, I worked at State Farm Corporate. I'm also a second-generation State Farm agent (my dad and brother are both agents), so serving customers has always been part of my life.

Giving back is important to our agency. Each year, we support a local family or charity during the holiday season as a way to make a positive impact in our community.

Our agency offers health benefits, a 401(k), PTO, paid holidays, your birthday off, and opportunities to earn trips, gift cards, additional PTO, and bonuses based on performance. We believe in recognizing hard work and celebrating success.

Our culture is friendly, family-oriented, and goal-driven. I'm looking for someone who is trustworthy, reliable, and motivated to succeed. If you're willing to take the blueprint, work hard, and achieve your goals, we'd love to meet you.

ROLE DESCRIPTION

As an Account Associate for Katie Martin - State Farm Agent, you are vital to our daily business operations and customers’ success. You help grow our office through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services.

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.