Account Associate - State Farm Agent Team Member

Alex Mutch - State Farm Agent; San Ramon (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

License reimbursement

Retirement plan with employer match

Bonus based on performance

Flexible schedule

Health insurance

Paid time off

Training & development

Opportunity for advancement

Job summary

Alex Mutch - State Farm Agent is seeking an Account Associate to manage customer accounts and support clients with insurance needs in San Ramon, California. This role offers a competitive salary and significant benefits, including health insurance and a retirement plan.

Ideal candidates should possess strong organizational skills, excellent customer service, and previous experience in the insurance industry. Join our team to help improve our clients' lives through effective communication and service.

Qualifications

• Attention to detail is essential for managing customer accounts.
• Must have experience in insurance or related fields for better performance.
• Excellent communication skills are crucial for customer interactions.

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 for timely policy issuance.

Skills

Strong organizational skills

Excellent customer service

Communication skills

Job description

Benefits

• License reimbursement
• Retirement plan with employer match
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

Job Description

As Account Associate - State Farm Agent Team Member for Alex Mutch - 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.