Account Associate - State Farm Agent Team Member

Kasha Williams - State Farm Agent; Longview (TX); On-site; USD 38,000 - 46,000; Full time

Job summary

Kasha Williams Insurance in Longview, TX is seeking an Account Associate to support daily operations and customer success. You will grow the office through meaningful customer relations and act as a liaison between client needs and agency departments.

You will improve the lives of customers by proactively marketing relevant insurance and financial services products, including auto, home, life insurance, and retirement planning, while handling account details and policy inquiries with care.

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

Organization

Attention to detail

Job description

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 Longview, 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 for Kasha Williams Insurance, 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.