Account Associate - State Farm Agent Team Member

Jeff Mundy - State Farm Agent; MIDDLETOWN (OH); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Salary plus Commission

Simple IRA

Bonus based on performance

Competitive salary

Donation matching

Opportunity for advancement

Paid time off

Training & development

Job summary

A leading insurance agency in Middletown, OH, seeks an Account Associate to support daily operations and foster meaningful client relations. This role involves managing accounts, processing claims, and enhancing customer satisfaction, ideal for a motivated professional seeking career growth within a dynamic environment.

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 client accounts and update information in the database.
• Assist clients with policy changes and inquiries.
• Process insurance claims and follow up with clients.
• Coordinate with underwriters for timely policy issuance.

Skills

Organizational skills

Customer service

Communication skills

Job description

Benefits:

• Salary plus Commission
• Simple IRA
• Bonus based on performance
• Competitive salary
• Donation matching
• Opportunity for advancement
• Paid time off
• Training & development

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.We are located in Middletown, OH and help customers with their insurance and financial services needs, including:

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

We are looking to add a unique, driven individual to our team. If you're looking for a career, not a job this could be your opportunity.


ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Jeff Mundy - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES:

• Manage client accounts and update information in the database.
• Assist clients with policy changes and inquiries.
• Process insurance claims and follow up with clients 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.