Account Associate - State Farm Agent Team Member

Morgan King - State Farm Agent; Pleasanton (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Morgan King - State Farm Agent in Pleasanton seeks a Sales Account Associate to enhance agency operations and customer satisfaction. In this role, you will manage client accounts, assist with policy inquiries, and process insurance claims, ensuring effective communication across various departments.

The ideal candidate is detail-oriented, possesses strong organizational skills, and has a customer-centric attitude. Join us to grow your career while making a meaningful impact in the community.

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 skills

Education

Experience in insurance or a related field

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

Sales Account Associate

As Sales Account Associate for Morgan King State Farm Agency, 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.