Account Associate - State Farm Agent Team Member

Brian O'Keefe - State Farm Agent; Town of Islip (NY); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

License Reimbursement

Bonus based on performance

Competitive salary

Flexible schedule

Paid time off

Signing bonus

Training & development

Job summary

Brian O'Keefe - State Farm Agent is seeking an Account Associate to grow the agency through customer relations and by matching client needs with our insurance and financial services offerings. You’ll be a key liaison among customers and internal departments, driving community impact and career growth through proactive marketing of relevant products.

You’ll manage accounts, handle inquiries, process claims, and coordinate with underwriters to ensure timely policy issuance, while delivering

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

Strong organizational skills

Excellent customer service

Communication skills

Insurance knowledge

Job description

Benefits

• License Reimbursement
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Signing bonus
• 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 Holbrook, NY 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 Brian O'Keefe - 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.