Account Associate - State Farm Agent Team Member

Alex Prado - State Farm Agent; Dallas (TX); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Job summary

Alex Prado - State Farm Agent is seeking an Account Associate in Dallas, TX. You will support daily office operations, manage customer accounts, and serve as a liaison between customer needs and agency departments.

This role focuses on proactive customer engagement and promoting relevant insurance products and services. The position emphasizes strong organizational, service, and communication skills, with the potential for flexible work from home options.

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

Insurance knowledge

Job description

Benefits:

• Bonus based on performance

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 Dallas, 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 for Alex Prado - 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.

Flexible work from home options available.