Account Associate - State Farm Agent Team Member

Mallory Rodriguez - State Farm Agent; Town of Sun Prairie (WI); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Mallory Rodriguez - State Farm Agent is seeking an Account Associate to support daily operations and ensure customer success. You will grow the agency through meaningful customer relations and act as a liaison between client needs and agency departments.

As a sociable, sales-minded professional, you will help customers with auto, home, life, and retirement planning products while pursuing opportunities for advancement and contributing to a positive team culture.

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

Excellent customer service and沟通技巧

Strong organizational skills

Insurance experience

Job description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• 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 Sun Prairie, WI 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 Mallory Rodriguez - 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.