Account Associate - State Farm Agent Team Member

Levi Monk - State Farm Agent; Lexington (KY); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

License reimbursement

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Levi Monk - State Farm Agent in Lexington is seeking an Account Associate to drive our daily operations by building strong customer relationships and connecting client needs with the right insurance solutions.

You will manage accounts, assist with policy changes, process claims, and coordinate with underwriters to ensure timely policy issuance, all within a small, supportive team that values balance, training, and growth opportunities.

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

Customer service

Communication skills

Organizational skills

Job description

Benefits:

• License reimbursement


• Opportunity for advancement


• Paid time off


• Training & development


• Bonus based on performance


• Competitive salary


• Flexible schedule

ABOUT OUR AGENCY:

I opened my agency in 2017 and currently lead a close-knit team of two. Before becoming an agent, I worked as a State Farm team member, giving me firsthand experience in the business before opening an agency of my own. I’m originally from Louisiana, attended LSU, and am a proud mom to one daughter.

Giving back is incredibly important to me. I serve as a board member with the Blue Grass Red Cross and volunteer on the disaster committee, helping support individuals and families in times of need.

Our agency offers paid time off, licensing reimbursement, and a strong commitment to work-life balance. We want our team members to have the opportunity to work toward ambitious goals while still maintaining balance outside of the office.

Our office is small, family-oriented, and a lot of fun. We stay positive, help each other out, and enjoy a little friendly competition along the way. We’re highly goal-oriented and want people who are motivated to push themselves and contribute to the success of the team.

I’m looking for someone who is resilient, confident, social, and outgoing. The right person can handle challenges without getting discouraged, enjoys connecting with people, and thrives in a competitive environment. If you bring a positive attitude, enjoy working toward goals, and want to be part of a close-knit team that supports one another, we’d love to meet you.

ROLE DESCRIPTION:

As Account Associate for Levi Monk - 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.