Client Accounts & Insurance Liaison

Kristen Eaton - State Farm Agent; Oakdale (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Simple IRA

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Kristen Eaton - State Farm Agent is looking for an Account Associate to manage client accounts and enhance service delivery. The role involves supporting clients, processing claims, and ensuring timely policy issuance while contributing to the growth of the agency.

The ideal candidate will have strong organizational skills, excellent customer service abilities, and previous experience in insurance. Bilingual Spanish skills are preferred for this position.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred.
• Bilingual Spanish 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

Bilingual Spanish

Job description

Kristen Eaton - State Farm Agent is looking for an Account Associate to manage client accounts and enhance service delivery. The role involves supporting clients, processing claims, and ensuring timely policy issuance while contributing to the growth of the agency.

The ideal candidate will have strong organizational skills, excellent customer service abilities, and previous experience in insurance. Bilingual Spanish skills are preferred for this position.