Account Associate - State Farm Agent Team Member

Juliana Velez - State Farm Agent; Farmers Branch (TX); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Training & development

Vision insurance

401(k)

401(k) matching

Bonus based on performance

Dental insurance

Job summary

Juliana Velez - State Farm Agent in Farmers Branch, TX seeks an Account Associate to grow the agency through meaningful customer relations and serving as a liaison between customer needs and agency departments.

You will proactively market relevant products and services to improve customers' lives while supporting daily business operations and helping customers achieve their financial goals.

Qualifications

• Sales experience with goal achievement is preferred.
• Bilingual in Spanish to support diverse customers.
• Licensing in Property & Casualty and Life & Health must be obtainable.
• Interest in marketing products based on customer needs.
• Enthusiasm for insurance and financial products to help manage risks.

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

Sales experience

Bilingual in Spanish

Presentation skills

Self-motivated

Problem solving

Job description

Benefits:

• Training & development
• Vision insurance
• 401(k)
• 401(k) matching
• Bonus based on performance
• Dental insurance

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 Farmers Branch, 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 - State Farm Agent Team Member for Juliana Velez - 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:

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Bilingual in Spanish
• Successful track record of meeting sales goals/quotas preferred
• Interest in marketing products and services based on customer needs
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• Self-motivated
• Proactive in problem solving
• Ability to make presentations to potential customers
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)