Account Associate — Insurance & Client Care

Lexi Goza; Miami (FL); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

License reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

401(k)

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Job summary

Lexi Goza - State Farm Agent is seeking an Account Associate to grow the office through meaningful customer relations and by acting as a liaison between customer needs and agency departments. You will proactively market relevant products and services to improve customers' lives.

Responsibilities include managing accounts, assisting with policy changes, handling claims follow-up, and coordinating with underwriters to issue policies promptly. Training provided for an ambitious, reliable learner.

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

Insurance knowledge

Job description

Benefits:

• License reimbursement
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance
• 401(k)
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule

ABOUT OUR AGENCY:
I opened my agency in 2019 and currently lead a team of 10. Before becoming an agent, I worked for State Farm Corporate. My passion for insurance began after being involved in a car accident, which inspired me to learn everything I could about helping others protect what matters most.

Giving back to our community is at the heart of what we do. I serve as Chair of the MDGLCC Women's Empowerment Committee, am an active member of the Miami-Dade LGBT Chamber of Commerce, and our agency is proud to be an NGLCC LGBTBE Certified Business. We believe in supporting and strengthening the communities we serve.

Our agency offers health, dental, and vision insurance, a 401(k), licensing costs paid up front, professional development, opportunities for career growth and advancement, and a strong commitment to work-life balance. We believe in investing in our team's success from day one.

Our culture is fast-paced, collaborative, and focused on delivering exceptional service. I'm looking for someone who is reliable, motivated, thrives in a busy environment, and enjoys helping others. Insurance experience is not required - we're happy to train the right person with the drive to learn and grow.

ROLE DESCRIPTION:
As anAccount Associate for Lexi Goza - State Farm Agent, 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.