Account Associate - State Farm Agent Team Member

Lesley Siegfried - State Farm Agent; Independence (MO); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Simple IRA

Licensing paid by agency

Health insurance

Advancement opportunities

Paid time off

Training & development

Performance bonus

Competitive salary

Flexible schedule

Job summary

Lesley Siegfried - State Farm Agent 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 promote relevant products and services to improve customers' lives, while maintaining a team-focused, community-minded office environment that values collaboration and professional development.

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

• Simple IRA
• Licensing paid by agency
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule

ABOUT OUR AGENCY

I opened my agency in June 2018 and currently lead a close-knit team of four. Before becoming a State Farm agent, I spent 18 years as a Financial Services Consultant, bringing a strong background in financial services and relationship-building into the agency. I also earned my MBA from the University of Missouri. Outside of work, I’m married with two daughters, and our family includes a cat named Avocado!

Being involved in our community is incredibly important to me. I’m active with the local Chamber of Commerce and serve as President of the Rotary Club, and our agency enjoys participating in community events and finding ways to stay connected to the people we serve.

Our agency offers health benefits, a Simple IRA retirement plan, monthly life and disability insurance stipends, paid time off, and flexibility to support work-life balance. We also invest in professional development and provide opportunities for team members to continue learning, growing, and advancing their careers.

Our culture is built around being a true team. We enjoy team-building events, support one another, and believe our best results come when everyone works together. I’m looking for someone who communicates clearly, enjoys working with people, and brings a personable, team-first attitude to the office. If you’re looking for a collaborative environment where you can grow professionally, get involved in the community, and be part of a team that genuinely works together, we’d love to meet you.

ROLE DESCRIPTION

As anAccount Associate for Lesley Siegfried - 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.