ACCOUNT ASSOCIATE - STATE FARM AGENT TEAM MEMBER

Carlson Insurance Agency, Inc.; Orange (CT); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Wanda Carlson - State Farm Agent is seeking an Account Associate to support daily operations, grow the agency through client relations, and serve as a liaison between customer needs and agency departments.

You will improve lives by marketing relevant products and services and helping customers manage risks and realize their dreams.

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

Organizational skills

Customer service

Communication

Insurance experience

Job description

Responsive recruiter

Replies within 24 hours

Benefits

• Simple IRA
• License reimbursement
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

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 Milford, CT 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 Wanda Carlson - 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.

Compensation $50,000.00 - $75,000.00 per year