Account Associate - State Farm Agent Team Member

Jeff Genant - State Farm Agent; Charlotte (NC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Performance bonus

Competitive pay

Job summary

Jeff Genant - State Farm Agent in Charlotte, NC is seeking an Account Associate to support daily operations and help customers with insurance and financial services needs.

You will grow the office through meaningful customer relations, process policy changes and claims, and coordinate with underwriters to ensure timely policy issuance. Strong organizational and communication skills are essential, and prior insurance experience is preferred.

Qualifications

• Excellent customer service and communication skills required.
• Strong organizational skills and attention to detail.
• 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

Customer service

Organization

Communication

Job description

Benefits

• 401(k)


• 401(k) matching


• Bonus based on performance


• Competitive salary

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 Charlotte, NC and help customers with their insurance and financial services needs, including:

• Auto insurance


• Home insurance


• Life insurance


• Retirement planning

ROLE DESCRIPTION

As Account Associate for Jeff Genant - State Farm Agent, 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.