Account Associate - Insurance & Client Success

Kirk Baker - Lifetime President's Club State Farm Agent; California; On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Advancement opportunities

Paid time off

Training & development

401(k) matching

Free snacks

Job summary

Kirk Baker - Lifetime President's Club State Farm Agent in Newport Beach, CA seeks an Account Associate to grow the agency through meaningful customer relations and servicing policy changes.

You will manage accounts, assist with inquiries, process claims, and coordinate with underwriters to ensure timely policy issuance while delivering friendly, sales-minded support.

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

Sales minded

Job description

Benefits:

• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k) matching
• Free food & snacks

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.We are located in Newport Beach, CA and help customers with their insurance and financial services needs, including:

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Kirk Baker - Lifetime President's Club 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.