Account Associate - State Farm Agent Team Member

Pat Estfan - State Farm Agent; Glendale (AZ); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Bonus based on performance

Health insurance

Profit sharing

Job summary

Pat Estfan - State Farm Agent in Glendale, AZ is seeking an Account Associate to enhance daily operations and customer success. You will play a key role in building customer relationships and addressing their insurance needs through tailored solutions.

Your responsibilities include managing inquiries, generating new business through networking, and supporting clients with their insurance policies. Ideal candidates will have strong organizational and communication skills and a license in Property & Casualty and Life Insurance.

Qualifications

• Attention to detail is critical.
• Previous experience in insurance or a related field preferred.
• Comfortable with proactive customer engagement.

Responsibilities

• Identify customers' insurance needs and provide tailored solutions.
• Assist customers with policy changes and inquiries.
• Generate new business through referrals and networking.
• Follow up on leads and close sales opportunities.

Skills

Strong organizational skills

Excellent customer service

Communication skills

Education

Licensed in Property & Casualty and Life Insurance

Job description

Benefits

• Bonus based on performance
• Health insurance
• Profit sharing

Role Description

As Account Associate - State Farm Agent Team Member for Pat Estfan - 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

• Identify customers' insurance needs and provide tailored solutions.
• Assist customers with policy changes and inquiries.
• Generate new business through Referrals and Networking.
• Follow up on Leads and Close Sales opportunities.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred.
• Preferably licensed in Property & Casualty and Life 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 Glendale, AZ and help customers with their insurance and financial services needs, including:

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