Account Associate: Post-Sale Admin & Client Support (Flexible)

State Farm Agent; West Linn (OR); On-site; USD 24,796 - 27,552; Full time

Benefits offered by this job

Simple IRA

Bonus based on performance

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

State Farm Agent is seeking a dependable Account Associate in West Linn, Oregon. This role involves supporting the sales process through administrative tasks, ensuring smooth operations after sales.

As an Account Associate, you will follow up on applications, coordinate with underwriting, and maintain client records. The ideal candidate should possess strong organizational skills, communicate effectively, and preferably be bilingual in Spanish.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent communication and customer service abilities.
• Ability to multitask and manage time effectively in a fast-paced environment.
• Previous experience in insurance or a related field is a plus.

Responsibilities

• Follow up on applications, missing documents, and required signatures.
• Coordinate with underwriting to resolve pending issues and expedite policy issuance.
• Maintain accurate client records and policy data.
• Respond to client inquiries regarding policy changes.

Skills

Organizational skills

Communication

Customer service

Bilingual Spanish

Multitasking

Job description

State Farm Agent is seeking a dependable Account Associate in West Linn, Oregon. This role involves supporting the sales process through administrative tasks, ensuring smooth operations after sales.

As an Account Associate, you will follow up on applications, coordinate with underwriting, and maintain client records. The ideal candidate should possess strong organizational skills, communicate effectively, and preferably be bilingual in Spanish.