Client Success & Insurance Ops Associate

John Jensen - State Farm Agent; Waunakee (WI); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

John Jensen - State Farm Agent is looking for an Account Associate to support daily operations and deliver exceptional customer service. You will grow the office through meaningful client relationships, handle policy inquiries, updates, and liaise between customers and agency departments.

We value learning, development, and a people-first mindset. Benefits include health insurance, Simple IRA, PTO from day one, holidays, and strong training programs to help you advance with the agency.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or 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

John Jensen - State Farm Agent is looking for an Account Associate to support daily operations and deliver exceptional customer service. You will grow the office through meaningful client relationships, handle policy inquiries, updates, and liaise between customers and agency departments.

We value learning, development, and a people-first mindset. Benefits include health insurance, Simple IRA, PTO from day one, holidays, and strong training programs to help you advance with the agency.