Account Associate - State Farm Agent Team Member

Jose Gutierrez - State Farm Agent; Anaheim (CA); On-site; USD 28,000 - 39,000; Part time

Benefits offered by this job

Hourly plus commission

Job summary

Jose Gutierrez - State Farm Agent is seeking an Account Associate to sell Auto, Home, Life and Health insurance. You will grow the office through meaningful customer relations and act as a liaison between customer needs and agency departments.

You will help customers by proactively marketing relevant products and services, update policy information, process changes, and coordinate with underwriters to ensure timely policy issuance. Bilingual Spanish/English required.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred.
• Ability to pass the State exam for an auto, home, and life insurance license
• MUST be bilingual in Spanish and English
• People-oriented and professional
• Self-motivated and ready to learn
• Able to multi-task in a fast-paced environment

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

Bilingual Spanish/English

Customer service

Communication skills

Organizational skills

Multi-tasking

Self-motivated

Professional demeanor

People-oriented

Education

Insurance license exam

Job description

ROLE DESCRIPTION:

the ability to sale Auto, Home, Life, and Health insurance

As Account Associate for the sale of Auto, Home, Life, and Health insurance you are vital to our daily business operations and customers’ success. You help grow our office through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services.

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.

QUALIFICATIONS:

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred.
• Ability to pass the State exam for an auto, home, and life insurance license
• MUST be bilingual in Spanish and English
• People-oriented and professional
• Self-motivated and ready to learn
• Able to multi-task in a fast-paced environment

COMPENSATION:

hourly plus commission