Account Associate - State Farm Agent Team Member

SHILPA RATHI - State Farm Agent; Monroe Township (NJ); Remote; USD 40,000 - 56,000; Full time

Benefits offered by this job

Paid time off

Training & development

Bonus based on performance

Flexible schedule

401(k)

Job summary

SHILPA RATHI - State Farm Agent is seeking an Insurance Account Associate to support daily operations and customer success in Bordentown, NJ. The role focuses on building relationships, educating customers on insurance options, and proactively marketing suitable products and services.

The position offers training and development opportunities, a flexible schedule including work-from-home options, and a path toward licensing and career growth within a trusted agency network.

Qualifications

• Interest in marketing products and services based on customer needs.
• Excellent written and verbal communication skills.
• People-oriented and able to work in a team.
• Detail-oriented with strong organizational skills.
• Proactive in problem solving and able to learn computer functions.
• Must be able to complete licensing requirements and training programs.

Responsibilities

• Establish customer relationships and follow up with customers as needed.
• Use needs-based reviews to educate customers about insurance options.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products.

Skills

Customer focus

Communication skills

People-oriented

Detail oriented

Proactive problem solving

Computer literacy

Team player

Licensing requirements

Job description

Benefits:

• Paid time off
• Training & development
• Bonus based on performance
• Flexible schedule
• 401(k)

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 Bordentown, NJ and help customers with their insurance and financial services needs, including:

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

ROLE DESCRIPTION:

• As Insurance Account Associate for Shilpa Rathi , agent, you are vital to our daily business operations and customers’ success.
• You grow our agency through meaningful client 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.

RESPONSIBILITIES:

• Establish customer relationships and follow up with customers, as needed
• Use a customer-focused, needs-based review process to educate customers about insurance options
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

QUALIFICATIONS:

• Interest in marketing products and services based on customer needs
• Excellent communication skills - written, verbal and listening
• People-oriented
• Detail oriented
• Proactive in problem solving
• Able to learn computer functions
• Ability to work in a team environment
• Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs

Flexible work from home options available.