Account Associate State Farm Agent Team Member

Boudreaux Insurance & Financial Services, Inc.; Houston (TX); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

A financial services company in Houston seeks an Account Associate to enhance customer relations and manage client accounts. You will assist customers with policy inquiries, process claims, and coordinate with underwriters. The ideal candidate will have strong organizational skills and a customer service orientation. This role offers a competitive salary, flexible scheduling, and opportunities for advancement.

Qualifications

• Attention to detail is crucial for managing accounts.
• Experience in customer service is highly beneficial.
• Previous exposure to the insurance field is 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 skills

Communication skills

Communication

Insurance experience

Job description

Benefits

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

Role Description

As Account Associate - State Farm Agent Team Member for Boudreaux Insurance & Financial Services, Inc., 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.