Account Associate - State Farm Agent Team Member

Bryanmcgruder

Redding (CA)

On-site

USD 42,000 - 64,000

Full time

14 days+
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Benefits offered by this job

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

Job summary

Bryan Mcgruder - State Farm Agent is seeking an Account Associate to support daily operations and customer success. You will grow the agency through meaningful customer relations and act as a liaison between customer needs and agency departments.

Grow your career while helping customers manage risks and realize their dreams. The role emphasizes attentive, sociable, and sales-minded professionalism within a community-focused environment.

Qualifications

  • Strong customer service and communication abilities.
  • Excellent organizational skills and attention to detail.
  • Previous experience in insurance or 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

Customer service
Organizational skills
Communication skills

Education

Insurance knowledge (preferred)

Tools

CRM software

Job description

Benefits
  • Bonus based on performance
  • 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 Redding, 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 Bryan Mcgruder - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer 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 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.
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