Account Associate — Insurance & Client Success

Tammy Dobrotin; Santa Barbara (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Job summary

Tammy Dobrotin - State Farm Agent in Santa Barbara, CA is seeking an Account Associate to support daily operations, grow the agency through client relations, and coordinate with departments to meet customer needs. You will proactively market relevant products and services while handling policy changes and inquiries.

This full-time role emphasizes attentive service, strong organizational skills, and the ability to work collaboratively in a fast-paced environment with opportunities for advancement

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication abilities.
• Experience in insurance or related fields preferred.

Responsibilities

• Manage client accounts and update information in the database.
• Assist clients with policy changes and inquiries.
• Process insurance claims and follow up with clients on claim status.
• Coordinate with underwriters to ensure timely policy issuance.

Skills

Organizational skills

Customer service skills

Communication skills

Insurance industry experience

Job description

Tammy Dobrotin - State Farm Agent in Santa Barbara, CA is seeking an Account Associate to support daily operations, grow the agency through client relations, and coordinate with departments to meet customer needs. You will proactively market relevant products and services while handling policy changes and inquiries.

This full-time role emphasizes attentive service, strong organizational skills, and the ability to work collaboratively in a fast-paced environment with opportunities for advancement