Account Associate - State Farm Agent Team Member

Travis Slaydon - State Farm Agent

Boerne (TX)

On-site

USD 40,000 - 50,000

Full time

14 days+

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Benefits offered by this job

Licensing paid by agency
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development

Job summary

Travis Slaydon - State Farm Agent is looking for an Account Associate to manage customer accounts and assist in daily operations. This role involves customer relations and coordinating with agency departments to improve customer service.

You will also process insurance claims and ensure timely policy issuance, while being part of a team that focuses on helping clients with various insurance and financial services needs.

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 skills

Job description

Benefits
  • Licensing paid by agency
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in San Antonio, TX and help customers with their insurance and financial services needs, including:

  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning
Role Description

As Account Associate - State Farm Agent Team Member for Travis Slaydon - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

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.
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