Account Associate — Insurance & Client Growth

Youragentrachelle; Galt (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

License Paid by Agency

Simple IRA

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Youragentrachelle is looking for an Account Associate - State Farm Agent Team Member to manage customer accounts and enhance client relations. In this role, you will help grow the agency by proactively marketing relevant products and services, ensuring customer satisfaction and improving lives.

Key responsibilities include assisting with policy changes, processing claims, and coordinating with underwriters. Ideal candidates possess strong organizational and communication skills, preferably with experience in insurance.

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

Customer service

Organizational skills

Communication skills

Job description

Youragentrachelle is looking for an Account Associate - State Farm Agent Team Member to manage customer accounts and enhance client relations. In this role, you will help grow the agency by proactively marketing relevant products and services, ensuring customer satisfaction and improving lives.

Key responsibilities include assisting with policy changes, processing claims, and coordinating with underwriters. Ideal candidates possess strong organizational and communication skills, preferably with experience in insurance.