Account Associate - State Farm Agent Team Member

Greg Heintz - State Farm Agent; Greer (SC); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Greg Heintz - State Farm Agent is seeking an Account Associate to support daily operations, manage customer relations, and connect client needs with agency services. You will help grow our office through meaningful customer relations and act as a liaison between customer needs and agency departments.

You will proactively market relevant products and services, assist customers with policy changes, and help manage risks by offering auto, home, life, and retirement planning options.

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

Customer service

Communication

Organizational skills

Job description

Benefits:

• 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 Taylors, SC 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 Greg Heintz - 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.