Account Associate - State Farm Agent Team Member

Alexis Vega - State Farm Agent; El Cajon (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Performance bonus

Company events

Competitive pay

Uniforms provided

Advancement opportunities

Paid time off

Training programs

Job summary

Alexis Vega State Farm agency is seeking an Account Associate to support daily operations and enhance customer success. You will build relationships, identify customer needs, and act as a liaison across agency departments to promote relevant products and services.

Your role involves handling customer accounts, assisting with policy changes, and aiding in new applications to help grow the agency while delivering outstanding service.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication abilities.
• Previous experience in insurance or 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.
• Help facilitate new applications and growth within the agency.
• Multi-line customer accounts to offer best service and products.

Skills

Organizational skills

Customer service

Communication

CRM usage

Tools

CRM database

Job description

Benefits

• Bonus based on performance
• Company parties
• Competitive salary
• Free uniforms
• Opportunity for advancement
• Paid time off
• Training & development

Role Description

As Account Associate for Alexis Vega State Farm agency, 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.
• Help facilitate new applications and growth within the agency
• Multi Line customer account to offer the best service and products available

Qualifications

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