Insurance Account Associate - Client Care & Growth

Ken Rose - State Farm Agent; Portage (MI); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Competitive salary

Advancement opportunities

Paid time off

Profit sharing

Job summary

Ken Rose State Farm in Portage, MI is seeking a Team Member to support daily operations and help customers with their insurance and financial needs. You will grow the agency through meaningful customer relations and act as a liaison between customers and agency departments.

As a sociable, sales-minded professional, you will proactively market relevant products and services while ensuring accurate data entry, policy changes, and timely claim follow-ups.

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

Insurance experience

Job description

Benefits:

• Competitive salary
• Opportunity for advancement
• Paid time off
• Profit sharing

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 Portage, MI and help customers with their insurance and financial services needs, including:

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

ROLE DESCRIPTION:
As Team Member for Ken Rose State Farm, 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.