Account Associate - Insurance & Client Success

Courtney Rogers - State Farm Agent; United States; On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

Courtney Rogers - State Farm Agent seeks an Account Associate to support daily operations and grow the agency through proactive customer relations. You will serve as a liaison between customers and various agency departments, helping to match client needs with the right products.

The role emphasizes service, a sales mindset, and teamwork, with opportunities for advancement and ongoing training in all lines of business and sales processes.

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

Insurance experience

Job description

Courtney Rogers - State Farm Agent seeks an Account Associate to support daily operations and grow the agency through proactive customer relations. You will serve as a liaison between customers and various agency departments, helping to match client needs with the right products.

The role emphasizes service, a sales mindset, and teamwork, with opportunities for advancement and ongoing training in all lines of business and sales processes.