Insurance Account Associate: Client Growth & Solutions

Luke Mccarty - State Farm Agent; East Norriton Township (Montgomery County); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Paid time off

Training & development

Job summary

Luke McCarty - State Farm Agent seeks an Account Associate to enhance customer service and agency success. You will serve as a trusted advisor, helping clients with personalized insurance solutions. This role includes detailed responsibilities such as managing customer applications, advising on policies, and collaborating with teams to ensure service excellence.

The ideal candidate possesses strong communication skills, a customer-centered approach, and a willingness to learn. Join a dynamic team that values growth and community involvement.

Qualifications

• Strong communication skills with a customer service focus.
• Ability to build long-term relationships with clients.
• Detail-oriented with organizational capabilities.
• Experience in sales or customer service is a plus.

Responsibilities

• Serve as the primary point of contact for customers.
• Assist with policy applications and renewals.
• Identify customer needs for additional coverage options.
• Respond to inquiries promptly and professionally.
• Maintain accurate customer records.
• Collaborate with agency teams for seamless service.
• Participate in community events for agency visibility.
• Stay informed about industry trends and products.
• Meet or exceed sales targets and metrics.

Skills

Excellent verbal and written communication skills

Customer service orientation

Detail-oriented

Organizational skills

Previous experience in insurance

Proficient in using CRM systems

Self-motivated

Teamwork

Job description

Luke McCarty - State Farm Agent seeks an Account Associate to enhance customer service and agency success. You will serve as a trusted advisor, helping clients with personalized insurance solutions. This role includes detailed responsibilities such as managing customer applications, advising on policies, and collaborating with teams to ensure service excellence.

The ideal candidate possesses strong communication skills, a customer-centered approach, and a willingness to learn. Join a dynamic team that values growth and community involvement.