Account Associate - State Farm Agent Team Member

Julie Montenegro - State Farm Agent; Los Angeles (CA); On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

License Reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Julie Montenegro - State Farm Agent in Los Angeles, CA is seeking an Account Associate to support daily operations and customer success. You will grow the office through meaningful customer relations and liaise between customer needs and agency departments.

You will proactively market relevant insurance and financial services, handle policy changes, claims processing, and cooperate with underwriters to issue policies in a timely manner.

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

Organizational skills

Customer service

Communication skills

Attention to detail

Job description

Benefits:

• License Reimbursement
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• 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 Los Angeles, CA 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 Julie Montenegro - 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.