Account Associate - State Farm Agent Team Member

Kyle Fadeley - State Farm Agent; Charlotte (NC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Health insurance

Advancement opportunities

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

Kyle Fadeley - State Farm Agent is seeking an Account Associate to support daily operations, grow the office through customer relations, and act as a liaison between customers and agency departments. Proactive marketing of relevant products and services will improve customers' lives.

The role focuses on servicing accounts, processing policy changes, claims, and coordinating with underwriters to issue policies, contributing to the agency's success and community presence.

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

Strong organizational skills

Excellent customer service

Communication skills

Job description

Benefits

• Simple IRA
• License reimbursement
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary

About Our Agency

I opened my agency in 1996 and currently lead a team of seven. My career has been shaped by two major experiences - serving in the Marine Corps and then building my career with State Farm. I also hold a four-year degree in Finance and Economics, am married with three children, and am an avid snowboarder.

Giving back to our community is important to us, and our agency proudly supports and sponsors local sports teams throughout the area.

We offer health benefits, a Simple IRA, licensing reimbursement, paid holidays, and 120 hours of PTO starting out, with flexibility in how you choose to use your time off. We believe in working hard while making sure our team has time for life outside of the office.

Our culture is professional but down-to-earth, friendly, and fun. We enjoy team outings, cookouts, swimming, and spending time together outside of work, all while maintaining a professional and welcoming office environment. I'm looking for someone who presents themselves professionally, enjoys working with others, and wants to be part of a close-knit team. Candidates should live within approximately 10 miles or 20 minutes of the office.

Role Description

As an Account Associate for Kyle Fadeley - 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.