Account Associate - State Farm Agent Team Member

Tammydobrotin

Santa Barbara (CA)

On-site

USD 40,000 - 60,000

Full time

14 days+
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Benefits offered by this job

Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development

Job summary

TAMMY DOBROTIN State Farm Agent is seeking an Account Associate to support daily operations and serve customers. You will grow the agency by building meaningful client relationships and coordinating between customer needs and agency departments.

You will help clients with policy changes, process claims, and work with underwriters to issue policies while developing your career and contributing to the community.

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 client accounts and update information in the database.
  • Assist clients with policy changes and inquiries.
  • Process insurance claims and follow up with clients on claim status.
  • Coordinate with underwriters to ensure timely policy issuance.

Skills

Customer service
Communication skills
Attention to detail
Organizational skills
Insurance experience

Job description

Benefits


  • Bonus based on performance

  • Competitive salary

  • Flexible schedule

  • Health insurance

  • Opportunity for advancement

  • Paid time off

  • Training & development


ROLE DESCRIPTION

As Account Associate - State Farm Agent Team Member for Tammy Dobrotin - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client 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 client accounts and update information in the database.

  • Assist clients with policy changes and inquiries.

  • Process insurance claims and follow up with clients 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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