Account Associate - State Farm Agent Team Member

Leisha Willis; Los Angeles (CA); Vor Ort; USD 42.000 - 54.000; Vollzeit

Benefits dieser Stelle

Health insurance

401(k)

Performance bonus

Paid time off

Flexible schedule

Training & development

License reimbursement

Advancement opportunities

Zusammenfassung

Leisha Willis Insurance and Financial Services Inc. in Los Angeles 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 customer needs and agency departments, proactively marketing relevant products and services. Responsibilities include managing customer accounts, assisting with policy changes, processing claims, and coordinating with underwriters for timely policy issuance.

Qualifikationen

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred.

Aufgaben

• 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.

Kenntnisse

Strong organizational skills

Excellent customer service

Jobbeschreibung

Benefits:

• License reimbursement
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule

ABOUT OUR AGENCY:

I opened my agency in 2013 after building a 35-year career with State Farm, giving me decades of experience in the industry and a deep understanding of what it takes to serve customers and develop a successful team. I’m a proud Spelman College alumna and grew up in the Midwest. Outside of work, I love traveling, writing and creative writing, cooking and entertaining, hiking, and playing tennis.

Community service is a true passion of mine. I’m actively involved with my church and support programs throughout the Los Angeles area that serve people experiencing homelessness, as well as organizations focused on supporting seniors and young people.

Our agency offers group health insurance, a 401(k), a hiring bonus, tuition assistance, and a strong investment in professional development. Team members receive an annual budget dedicated to continued learning and growth, along with a mini marketing budget that provides opportunities to take initiative, build relationships, and develop new skills.

Our culture is supportive, positive, and highly focused on growth and development. I’m looking for someone who genuinely wants to learn, improve, and continue building their career. If you’re excited by an environment that invests in your development, encourages new ideas, and gives you opportunities to expand your skills and responsibilities, we’d love to meet you.

ROLE DESCRIPTION:

As Account Associate for Leisha Willis Insurance and Financial Services Inc., 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.