Account Associate - State Farm Agent Team Member

Liza Howley - State Farm Agent; City of Rensselaer (NY); Vor Ort; USD 42.000 - 62.000; Vollzeit

Benefits dieser Stelle

Licensing paid by agency

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Zusammenfassung

Liza Howley - State Farm Agent is seeking an Account Associate to support daily operations and customer success. You will grow the office through meaningful client relations and act as a liaison between customer needs and agency departments, while proactively marketing relevant products and services.

Responsibilities include managing customer accounts, assisting with policy changes, processing claims, and coordinating with underwriters to ensure timely policy issuance.

Qualifikationen

• Strong organizational skills and attention to detail.
• Excellent customer service and communication abilities.
• Previous experience in insurance or related field preferred.
• Willingness to learn and work with a small team.

Aufgaben

• 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.

Kenntnisse

Strong organizational skills

Attention to detail

Customer service

Communication skills

Insurance experience

Jobbeschreibung

Benefits:

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

ABOUT OUR AGENCY:

I opened my agency in 2023 and currently lead a growing team of two. Before becoming an agent, I worked as a State Farm team member, serving in sales, service, and office management. That experience gave me a well-rounded understanding of the business and a passion for helping customers while developing a strong team.

Our agency is excited to become more involved in the community by supporting organizations like the Boys & Girls Club and our local high school. Building relationships and giving back are important parts of our long-term vision.

Our agency offers paid holidays, paid time off, a group life insurance policy, licensing costs paid up front, and a strong commitment to work-life balance. We believe in supporting our team and creating an environment where people can grow and succeed.

Our culture is small, flexible, and family-friendly, where everyone works together and supports one another. I'm looking for someone who is eager to learn, takes initiative, influences others positively, and is motivated to achieve goals. If you're a quick learner looking to grow with a supportive team, we'd love to meet you.

ROLE DESCRIPTION:

As an Account Associate for Liza Howley - 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.