Account Associate - State Farm Agent Team Member

Kelli Kerton - State Farm Agent; Clive (IA); On-site; USD 38,000 - 56,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Bonus potential

Competitive salary

Flexible schedule

Health insurance

Advancement opportunities

Paid time off

Training & development

Job summary

Kelli Kerton - State Farm Agent in Clive, IA is seeking an Account Associate to support daily operations and customer relations, helping grow the office through proactive service and insurance guidance.

You will update customer policies, assist with inquiries, process claims, and coordinate with underwriters to ensure timely issuance. The role emphasizes accuracy, communication, and teamwork in a friendly, community-focused agency.

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

Effective communication

Insurance experience

Job description

Benefits

• Simple IRA
• License reimbursement
• 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 2022 and currently lead a team of three. I've spent 19 years in the insurance industry, with experience in recruiting, claims, and as a team member before becoming an agent. I always knew agency ownership was my goal. Outside of work, I'm a huge St. Louis Cardinals fan, love coaching my son's baseball team, volunteer at my children's school, and being a mom is my greatest joy.

Being involved in the community is a big part of who I am. Whether it's through my children's school or local activities, I enjoy finding ways to give back and stay connected with the families we serve.

Our agency offers health benefits, a Simple IRA, PTO, paid holidays, and a strong commitment to work-life balance. We believe in creating an environment where our team can grow while maintaining balance outside of work.

Our culture is hardworking, supportive, and growth-focused. I'm looking for someone with grit who is self-directed and takes initiative. If you're the type of person who sees what needs to be done, thinks beyond the checklist, and enjoys helping others succeed, you'll fit right in with our team.

Role Description

As an Account Associate for Kelli Kerton - 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.