Bilingual Insurance Account Associate – Growth & Service

Joshrossinsurance; Charlotte (NC); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

License reimbursement

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Joshua Ross - State Farm Agent in Charlotte, NC is hiring a full-time Account Associate to grow the agency through customer relations and as a liaison between customer needs and agency departments. You will help clients with policy changes, claims, and inquiries, while supporting underwriting coordination.

A bilingual Spanish speaker is preferred and valued for this role. The position emphasizes growth, community impact, and proactive product marketing to improve customers’ lives.

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

Customer service

Communication skills

Job description

Joshua Ross - State Farm Agent in Charlotte, NC is hiring a full-time Account Associate to grow the agency through customer relations and as a liaison between customer needs and agency departments. You will help clients with policy changes, claims, and inquiries, while supporting underwriting coordination.

A bilingual Spanish speaker is preferred and valued for this role. The position emphasizes growth, community impact, and proactive product marketing to improve customers’ lives.