Account Associate - State Farm Agent Team Member

Juliebass; Monona (WI); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Juliebass is seeking an Account Associate for the State Farm Agent Team in Monona, Wisconsin. This role is essential for managing customer relations and ensuring their needs are met effectively.

The ideal candidate will possess strong organizational skills and experience in insurance. You will work closely with customers and underwriters, helping them navigate their policies and claims while contributing to agency growth through exceptional service.

Qualifications

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

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

Attention to detail

Excellent customer service

Communication skills

Insurance experience

Job description

Benefits

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

ROLE DESCRIPTION

As Account Associate - State Farm Agent Team Member for Julie Bass - State Farm Agent, 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.