Account Associate - State Farm Agent Team Member

JEFF M ROBERTS AGENCY, LLC; Fairborn (OH); Vor Ort; USD 42.000 - 56.000; Vollzeit

Benefits dieser Stelle

License reimbursement

Simple IRA

Paid time off

Training & development

Competitive salary

Zusammenfassung

JEFF M ROBERTS AGENCY, LLC is seeking an Account Associate in Fairborn, OH. You will help grow the office through meaningful customer relations and serve as a liaison between customer needs and agency departments, promoting relevant insurance products and services.

You will manage accounts, assist with policy changes, process claims, and coordinate with underwriters to ensure timely policy issuance, contributing to customer satisfaction and agency success.

Qualifikationen

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

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

Customer service

Organization

Communication

Jobbeschreibung

Benefits:

• License reimbursement
• Simple IRA
• Paid time off
• Training & development
• Competitive salary

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 Fairborn, OH 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 Jeff Roberts - 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.