Account Associate - State Farm Agent Team Member

Ricardo Rosales Insurance Agency; Duarte (CA); On-site; USD 48,000 - 64,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Ricardo Rosales Insurance Agency in Duarte, CA is seeking an Insurance Sales Associate to drive growth through meaningful customer relationships and proactive product marketing. You will serve as a liaison between customer needs and agency departments, helping clients secure the protection they require while advancing your sales career.

This role rewards a sociable, sales-minded professional with opportunities for advancement, a flexible schedule, and a supportive team environment that values

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred.
• Insurance licensed preferred.

Responsibilities

• Insurance sales: Marketing and soliciting insurance opportunities to help drive business.
• 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

Attention to detail

Customer service

Communication skills

Insurance experience

Insurance license

Job description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

ROLE DESCRIPTION:

As an Insurance Sales Associate for our agency, 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:

• Insurance sales
  • Marketing and soliciting insurance opportunities to help drive business
  • Appointment setting, cold calling, and digital presence capabilities.
• 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.
• Insurance licensed preferred.