Account & Client Services Associate (Insurance)

Trifunovic Insurance and Financial Services - State Farm Agent; San Marcos (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Company parties

Flexible schedule

Job summary

Trifunovic Insurance and Financial Services - State Farm Agent in California is seeking an Account Associate to enhance client relations and assist with insurance claims. The role involves managing client accounts, helping with policy changes, and working closely with underwriters. Ideal candidates will have strong organizational skills, excellent communication, and customer service abilities. The company offers competitive salary, bonuses based on performance, and opportunities for advancement.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Prior State Farm experience 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

Organizational skills

Customer service skills

Communication skills

Sales mindset

Job description

Trifunovic Insurance and Financial Services - State Farm Agent in California is seeking an Account Associate to enhance client relations and assist with insurance claims. The role involves managing client accounts, helping with policy changes, and working closely with underwriters. Ideal candidates will have strong organizational skills, excellent communication, and customer service abilities. The company offers competitive salary, bonuses based on performance, and opportunities for advancement.