Account Associate — Insurance & Client Success

Joetamm; Greenfield (WI); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Group Life Insurance

License Reimbursement

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Joetamm in Greenfield, Wisconsin, is looking for an Account Associate - State Farm Agent Team Member. In this vital role, you will manage customer accounts, assist with policy changes, and process insurance claims. You'll improve the lives of customers while growing our agency through meaningful relationships and proactive marketing.

The ideal candidate is organized, communicative, and sales-minded, eager to contribute to our community and grow their career with us. Benefits include competitive salary, flexible schedule, and opportunities for advancement.

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

Communication skills

Job description

Joetamm in Greenfield, Wisconsin, is looking for an Account Associate - State Farm Agent Team Member. In this vital role, you will manage customer accounts, assist with policy changes, and process insurance claims. You'll improve the lives of customers while growing our agency through meaningful relationships and proactive marketing.

The ideal candidate is organized, communicative, and sales-minded, eager to contribute to our community and grow their career with us. Benefits include competitive salary, flexible schedule, and opportunities for advancement.