Account Associate: Build Client Relationships in Insurance

Ashleytrennert; Palos Hills (IL); On-site; USD 17,000 - 24,000; Full time

Job summary

Ashley Trenenrt - State Farm Agent in Palos Hills, IL seeks an Account Associate to educate customers on auto, home, and life insurance and to build community relationships. You will collaborate with the agent to set marketing targets, develop leads, and schedule meetings, promoting appropriate insurance solutions.

The role emphasizes a customer-focused approach, strong communication, and ability to manage multiple tasks in a dynamic agency environment.

Qualifications

• Excellent interpersonal and communication abilities required.
• Ability to educate customers about insurance options using needs-based reviews.
• Strong organization and multitasking capabilities are essential.

Responsibilities

• Use needs-based review to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify needs, and market products.

Skills

Interpersonal skills

Communication skills

People-oriented

Organizational skills

Multi-tasking

Accuracy & timeliness

Marketing goal achievement

Education

Property & Casualty license (must obtain)

Life & Health license (must obtain)

Job description

Ashley Trenenrt - State Farm Agent in Palos Hills, IL seeks an Account Associate to educate customers on auto, home, and life insurance and to build community relationships. You will collaborate with the agent to set marketing targets, develop leads, and schedule meetings, promoting appropriate insurance solutions.

The role emphasizes a customer-focused approach, strong communication, and ability to manage multiple tasks in a dynamic agency environment.