Account Associate - State Farm Agent Team Member

Jill Cash - 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

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Jill Cash - State Farm Agent in Pleasanton, CA, is looking for an Account Associate to manage customer accounts and support their insurance needs. This role requires strong organizational and communication skills, along with a focus on customer service.

As part of a team dedicated to helping clients, you will assist in managing policies and processing claims, all while contributing to community enrichment. Join us in making a difference in our clients' lives!

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 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

Organizational skills

Customer service

Communication skills

Job description

Benefits

• 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 Pleasanton, CA 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 Jill Cash - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and act 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.