Account Associate - State Farm Agent Team Member

Matt Stoken - State Farm Agent; Charlotte (MI); On-site; USD 38,000 - 52,000; Full time

Job summary

Matt Stoken - State Farm Agent in Charlotte, MI is seeking an Account Associate to support daily operations, grow the office through meaningful customer relations, and act as a liaison between customer needs and agency departments. You will help improve clients' lives by marketing relevant products and services and building a strong customer list.

The role includes servicing accounts, assisting with policy changes, handling claims, and coordinating with underwriters to ensure timely policy

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

Customer relations

Sales aptitude

Organization & detail orientation

Job description

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, MI 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 Matt Stoken State Farm 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. You will be creating a customer list, reaching out, servicing and sales.

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.