Account Associate - State Farm Agent Team Member

Mark Welty - State Farm Agent; Tulsa (OK); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Performance bonus

Competitive salary

Flexible schedule

Health insurance

Advancement opportunities

Paid time off

Training & development

Job summary

Mark Welty - State Farm Agent in Tulsa is looking for an Account Associate to join the local agency team. You will be vital to daily operations, growing our client base and serving customers with insurance and financial services.

As a liaison between customers and agency departments, you will update accounts, process policy changes, assist with claims, and coordinate with underwriters to issue policies promptly.

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

Attention to detail

Customer service

Communication skills

Job description

Benefits:

• Bonus based on performance


• Competitive salary


• Flexible schedule


• Health insurance


• 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 Tulsa, OK 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 Mark Welty - 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.