Account Associate - State Farm Agent Team Member

Pelfreyinsurance; Westerville (OH); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

License reimbursement

Performance bonus

Competitive salary

Flexible schedule

Health insurance

Advancement opportunities

Paid time off

Training & development

Job summary

Anthony Pelfrey - State Farm Agent is seeking an Account Associate to join their agency team. You will help grow the agency by building relationships with customers and supporting daily operations, acting as a liaison between client needs and agency services.

As a friendly, sales-minded professional, you will meet customers face-to-face, handle policy changes, and promote relevant products while maintaining work-life balance in a welcoming, flexible 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 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

Communication skills

Job description

Benefits:

• License reimbursement
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:

I opened my agency in 2019 and currently lead a team of three. Before becoming an agent with State Farm, I was an aspirant team member preparing for agency ownership. Prior to insurance, I owned and operated a veterinary hospital for 14 years, building it from the ground up, and also ran a consulting firm focused on helping small businesses grow and succeed.

I’m married and a proud father of four, and family is extremely important to me. My wife is a psychiatric nurse practitioner, so mental health and maintaining balance are values we take seriously both personally and professionally. I stay very active in the local community through involvement with the Chamber of Commerce and enjoy building strong relationships within the area we serve.

Our office is located in a beautiful 100-year-old home in a historic town, which gives the agency a unique and welcoming atmosphere. We offer flexible scheduling, PTO, health insurance options, licensing reimbursement, and multiple bonus opportunities. Work-life balance is important to me, and I believe in giving people flexibility as long as responsibilities are handled and goals are met.

Our culture is fast-paced, friendly, and relationship-focused. I’m looking for someone with a strong work ethic who enjoys working with people, is comfortable meeting customers face-to-face, and can adapt to different personalities and situations. If you’re someone who is motivated, personable, and wants to be part of a supportive and growing agency, this could be a great fit for you.

ROLE DESCRIPTION:

As Account Associate - State Farm Agent Team Member for Anthony Pelfrey - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer 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 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.