Account Associate - State Farm Agent Team Member

Justin Costello - State Farm Agent; Rocklin (CA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Paid time off

401(k) matching

Bonus based on performance

Job summary

Justin Costello - State Farm Agent in Rocklin, CA is seeking an Account Associate. You will grow the agency through customer relations and act as a liaison between customer needs and agency departments, proactively marketing relevant products and services.

You will support daily operations, manage customer accounts, and contribute to the community by delivering friendly, helpful service while building trust with clients and teammates.

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:

• Paid time off
• 401(k) matching
• Bonus based on performance

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 Rocklin, 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 Justin Costello - 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.