Account Associate - State Farm Agent Team Member

Becki Taylor - State Farm Agent; Kettering (OH); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Becki Taylor - State Farm Agent is seeking an Account Associate to support daily operations and customer satisfaction. You will strengthen customer relations and act as a liaison between client needs and agency departments, promoting relevant products and services.

The role emphasizes self-motivation, ownership of work, and teamwork in a fast-paced agency setting with growth opportunities and a focus on work-life balance.

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

Insurance experience

Job description

Benefits

• Simple IRA
• License reimbursement
• 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 March 2009 and currently lead a team of eight. Before becoming a State Farm agent, I built my career in the mortgage, title, and home equity industries, giving me a strong background in helping people navigate important financial decisions. I’m a proud graduate of The Ohio State University, married my high school sweetheart, and love spending time at my kids’ sporting events.

Our agency offers health benefits, a Simple IRA retirement plan, licensing reimbursement, bonuses and performance incentives, and a strong commitment to work-life balance. We also invest heavily in professional development and make time for team lunches and team-building events throughout the year.

Our office is fast-paced, team-oriented, and centered around genuinely helping and protecting our customers. We work hard, take care of our policyholders, and take care of each other along the way. I’m looking for someone who is self-motivated, takes initiative, and is comfortable taking ownership of their work. If you’re a self-starter who wants to grow professionally while being part of a close-knit team that works hard and enjoys spending time together, we’d love to meet you.

ROLE DESCRIPTION

As an Account Associate for Becki Taylor - 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.