Account Associate - State Farm Agent Team Member

State-Farm-319b4913

Richardson (TX)

On-site

USD 45,000 - 60,000

Full time

5 days ago
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Job summary

John Jinuntuya - State Farm Agent in Dallas, TX is seeking an Account Associate to support daily operations and customer success. You will grow the office through strong customer relations and act as a liaison between customer needs and agency teams, proactively presenting relevant insurance and financial products.

The ideal candidate has solid organizational and communication skills, experience in customer service, and a preference for the insurance field.

Qualifications

  • Strong organizational skills and excellent customer service.
  • Clear communication and the ability to build relationships with clients.
  • Prev. 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 on claim status.
  • Coordinate with underwriters to ensure timely policy issuance.

Skills

Customer service
Communication
Attention to detail

Job description

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 Dallas, TX 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 John Jinuntuya - 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.

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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