Account Associate - State Farm Agent Team Member

Jinisha Patel - State Farm Agent; Cleveland (OH); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health insurance

401(k)

Bonus based on performance

Flexible schedule

Paid time off

Training & development

Opportunity for advancement

Competitive salary

Job summary

Jinisha Patel - State Farm Agent in Cleveland, OH is seeking an Account Associate to support daily operations, grow the office through customer relations, and act as a liaison between customer needs and agency departments. You will proactively market relevant products and services to improve customers' lives.

The role emphasizes strong client interaction, accurate data management, and collaboration with underwriters for timely policy issuance, with a supportive team culture and opportunities for

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

Customer service

Communication skills

Job description

Benefits:

• Licensing paid by agency
• 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 2013 and currently lead a team of five. Before becoming a State Farm agent, I worked as an accountant before taking a sabbatical and discovering a new passion for insurance. After spending six years as a State Farm team member, I opened my own agency.

Giving back is an important part of our agency. We proudly support foster care programs for children and families, partner with MedWish to help provide medical supplies around the world, and are passionate about making a positive impact in our community.

Our agency offers health benefits, group life insurance, a 401(k), licensing costs paid up front, professional development, growth opportunities, and a strong commitment to work-life balance. We believe in investing in our team and helping each person build a successful long-term career.

Our office has a positive, people-focused culture with a long-tenured team that genuinely enjoys working together. I'm looking for someone who is outgoing, self-motivated, and eager to grow. If you enjoy building relationships, have a positive attitude, and want to be part of a supportive team, we'd love to meet you.

ROLE DESCRIPTION:

As an Account Associate for Jinisha Patel - 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.