Account Associate - State Farm Agent Team Member

Trinesha Goebel - State Farm Agent

Michigan

On-site

USD 38,000 - 52,000

Full time

14 days+
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Benefits offered by this job

Simple IRA
Life Insurance
Advancement
Paid Time Off
Training & Development
Vision insurance
Bonus based on performance
Competitive salary
Dental insurance
Flexible schedule

Job summary

Trinesha Goebel - State Farm Agent in Mason, MI is seeking an Account Associate to support daily operations and customer success. You will grow the office through meaningful client relations and serve as a liaison between customer needs and agency departments.

You will improve lives by proactively marketing relevant products and services, handling policy changes, claims processing, and coordinating with underwriters to ensure timely policy issuance.

Qualifications

  • Strong organizational skills and attention to detail.
  • Excellent customer service and communication abilities.
  • Experience in insurance or 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
Insurance knowledge
Organization

Job description

Benefits:
  • Simple IRA
  • Life Insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • 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 Mason, MI 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 Trinesha Goebel - 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.
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