Account Associate - State Farm Agent Team Member

ABOUT OUR AGENCY: I opened my agency in 2019 and currently lead a team of five. Before becoming a State Farm agent, I worked as a financial advisor and remain passionate about helping individuals and families make informed decisions about their financial future. I hold an MBA, maintain securities licenses, and enjoy helping customers create plans that protect what matters most.

My wife is also a State Farm agent, and we began our agency journeys on the same day. Together, we operate two agencies that work very closely together, creating a unique and collaborative environment with the resources and support of a larger team while maintaining the close-knit feel of a family business. Community involvement is a major priority for me.

I am actively involved with organizations including DCCH Children's Home, Gateway Community & Technical College, and the Kentucky Symphony. I also serve on the Saint Elizabeth Healthcare Foundation Board and participate in the Northern Kentucky Horizon Fund. Giving back and supporting the community are core values of our agency.

Our culture is built around family, teamwork, and high performance. We are a sales-driven organization that works hard, supports one another, and celebrates success together. I'm looking for someone who is motivated, ambitious, and eager to create opportunities for themselves. ROLE DESCRIPTION: As an Account Associate for {{ account.

name }}, 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.
• Bilingual Spanish preferred.