Account Associate - State Farm Agent Team Member

Jeff Margalus - State Farm Agent; Naperville (IL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Paid time off

Job summary

An insurance agency in Naperville, IL is seeking an Account Associate to support daily operations. You'll manage client accounts, assist with policy changes, and ensure timely processing of insurance claims. Ideal candidates should have strong organizational skills and excellent customer service experience. Join us to help improve the lives of our customers and grow your career in a supportive environment.

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 client accounts and update information in the database.
• Assist clients with policy changes and inquiries.
• Process insurance claims and follow up with clients on claim status.
• Coordinate with underwriters to ensure timely policy issuance.

Skills

Strong organizational skills

Excellent customer service

Communication skills

Job description

Benefits

• Paid time off

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 Naperville, IL and help customers with their insurance and financial services needs, including:

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

ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Jeff Margalus - State Farm 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.

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 client accounts and update information in the database.
• Assist clients with policy changes and inquiries.
• Process insurance claims and follow up with clients 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.