Account Associate - State Farm Agent Team Member

Job Description

Job Description

Benefits:

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

ABOUT OUR AGENCY:
Our agency opened in 2008 and is a small, close-knit team of two who take pride in providing professional, personal service to every customer. With a degree in Finance and Marketing and a background in sales, I bring both industry knowledge and a people-focused approach to the way we serve our community.

I’m a graduate of the University of Cincinnati, married, and the proud parent of adult sons. Family plays a big role in my life, and that same family-first mindset is reflected in the way our agency operates. We’re actively involved in the community through organizations like the Indian American Chamber of Commerce, the Loveland Foodbank, and the Little Miami River Chamber Alliance. Giving back and staying connected locally is an important part of who we are.

Our team enjoys PTO, paid holidays, health benefits, a Simple IRA, and support for work-life balance. We also cover licensing costs and enjoy team lunches and treats along the way. We truly operate as a family-first business that values both professionalism and personal well-being.
Our office culture is close-knit, loyal, and service-driven. We’re looking for someone who genuinely wants to help people, shows up reliably, and takes pride in being hardworking and professional.

If you’re looking for a supportive, family-oriented environment where you can make a difference, this could be the right place for you.

ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Nikki Shah - 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.