Account Associate - State Farm Agent Team Member

Rich Mathews - State Farm Agent; Estero (FL); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

License Reimbursement

Simple IRA

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Rich Mathews - State Farm Agent in Estero, FL is seeking an Account Associate to grow our agency through meaningful customer relations and by aligning client needs with appropriate policies and services. You will manage customer accounts, assist with policy changes, process claims, and coordinate with underwriters to issue timely policies while expanding the agency's reach and service quality.

This role offers opportunities for advancement and a supportive team environment in a local State Farm

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

Strong organizational skills

Excellent customer service and沟通技能

Previous experience in insurance

Job description

Benefits:

• License Reimbursement
• Simple IRA
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule

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 Estero, FL and help customers with their insurance and financial services needs, including:

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

ROLE DESCRIPTION:

As Account Associate - State Farm Agent Team Member for Rich Mathews - State Farm Agent, 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:

• 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.