Account Associate - State Farm Agent Team Member

Jen Ortiz - State Farm Agent; Point Pleasant (NJ); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k)

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Jen Ortiz - State Farm Agent is seeking an Account Associate to support daily operations and customer success in Point Pleasant, NJ. You will help grow the office through strong customer relations and serve as a liaison between customer needs and agency departments.

We value a positive, coachable attitude and offer training to get licensed, with a path for personal and professional growth in a flexible work arrangement.

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

Strong organizational skills and attn.

Excellent customer service & comms

Insurance experience preferred

Job description

Benefits:

• 401(k)
• 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 Point Pleasant, NJ and help customers with their insurance and financial services needs, including:

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

ROLE DESCRIPTION:

As Account Associate for Jen Ortiz - State Farm Agent, you are vital to our daily business operations and customers’ success. You help grow our office through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services. Well qualified candidates will have a positive outgoing attitude and are very coachable. We can train in all of our processes and help you get licensed and have a very personally and professionally rewarding career.

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.

Flexible work from home options available.