Account Associate - State Farm Agent Team Member

Paul Santone - State Farm Agent; Mentor (OH); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Licensing paid

Bonus based on performance

Competitive salary

Flexible schedule

Paid time off

Training & development

Advancement opportunities

Job summary

Paul Santone - State Farm Agent in Mentor, OH is seeking an Account Associate to support daily operations, build strong customer relationships, and act as a liaison between clients and agency departments.

You will grow the office by proactively marketing relevant products and services, maintaining customer records, handling policy changes, processing claims, and coordinating with underwriters to issue policies in a timely manner.

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

Communication skills

Job description

Benefits:

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

ABOUT OUR AGENCY:

I opened my agency in 2024 and currently lead a growing team of three. Before entering the insurance industry, I spent 20 years in the automotive business. After leaving that industry, I realized I could continue making a difference by helping people protect what matters most through insurance. I'm a graduate of Robert Morris, married with children, and enjoy spending time with my family and playing golf whenever I can.

Our agency enjoys staying involved in the community by supporting our local school district and building relationships with the families we serve.

We offer paid time off, licensing costs paid up front, and a strong commitment to work-life balance. As our agency continues to grow, we're excited to invest in team members who want to build a rewarding long-term career.

Our culture is positive, upbeat, and customer-focused. I'm looking for someone who is motivated, enjoys helping others, and brings a positive attitude to work every day. If you're looking to grow with a newer agency where you can make a real impact, we'd love to meet you.

ROLE DESCRIPTION:

As an Account Associate for Paul Santone - 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.