Insurance Account Associate - Client Success

Jared Swank; Olmsted Falls (OH); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Jared Swank - State Farm Agent in Olmsted Falls, Ohio, is looking for an Account Associate to manage customer accounts and assist with policy inquiries. The role involves processing insurance claims and coordinating with underwriters for timely policy issuance.

The ideal candidate should possess strong organizational skills and excellent customer service capabilities. Previous experience in insurance is preferred. Benefits include flexible scheduling, a simple IRA, and paid time off.

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 skills

Communication skills

Job description

Benefits:

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

ABOUT OUR AGENCY:
Our agency opened in 2000 and is a growing, close-knit team currently made up of two team members with plans to expand. I’ve spent my entire career with State Farm, starting just 17 days after graduating, with experience in both claims and agency - bringing a well-rounded perspective to how we serve our customers.

I’m a graduate of The University of Akron, a member of a national fraternity, and a proud husband and parent of three. Outside of work, I enjoy golfing and spending time outdoors.

For our team, we offer PTO, paid holidays, a Simple IRA, professional development opportunities, commissions and bonuses (including annual bonuses), a birthday half-day, flexible scheduling, and fun office incentives like “spin to win.”

Our office culture is supportive, team-oriented, and relationship-driven. We’re looking for someone who is detail-oriented, driven, and has strong integrity - someone who enjoys working with people, can multitask, communicates well, and brings a competitive, team-first mindset to everything they do.

ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Jared Swank - 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.