Account Associate — Insurance & Customer Growth

Bernalheightsinsurance; San Francisco (CA); Sur place; USD 37 000 - 41 000; Plein temps

Avantages offerts par ce poste

Health insurance

Opportunity for advancement

Paid time off

401(k)

Bonus based on performance

Training & development

Résumé du poste

Joshin Bruguera - State Farm Agent is seeking an Account Associate to support daily operations, grow the office through customer relations, and serve as a liaison between customer needs and agency departments. You will improve lives by proactively marketing relevant products and services while delivering exceptional service in a collaborative office environment.

The role emphasizes strong organizational skills, excellent customer service, and insurance knowledge to help clients with policy

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred.
• Bilingual Spanish preferred.

Responsabilités

• 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.

Connaissances

Strong organizational skills

Excellent customer service

Communication skills

Insurance experience

Bilingual Spanish

Description du poste

Joshin Bruguera - State Farm Agent is seeking an Account Associate to support daily operations, grow the office through customer relations, and serve as a liaison between customer needs and agency departments. You will improve lives by proactively marketing relevant products and services while delivering exceptional service in a collaborative office environment.

The role emphasizes strong organizational skills, excellent customer service, and insurance knowledge to help clients with policy