Insurance Account Associate - Client Relations & Growth

Ryan Dunn - State Farm Agent; Little Elm (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Paid time off

Training & development

Job summary

Ryan Dunn - State Farm Agent in Little Elm, TX is hiring an Account Associate to support a growing team and deliver excellent service to clients. You will build relationships, handle policy changes, answer coverage questions, and help identify opportunities to better serve customers.

The role is suited to tech-savvy, organized individuals who thrive in a fast-paced environment, with training and development offered and a flexible schedule.

Qualifications

• Must be enthusiastic, self-motivated and customer-focused.
• Strong communication and customer service skills.
• Highly organized with attention to detail.
• Able to multitask and manage multiple client accounts.
• Comfortable using computer systems and agency software.
• Property & Casualty License preferred (or willingness to obtain).
• Life & Health License preferred (or willingness to obtain).
• Previous insurance or customer service experience is a plus.

Responsibilities

• Provide prompt, friendly customer service to clients.
• Assist customers with policy changes, billing questions, and coverage explanations.
• Review existing accounts and identify opportunities to better protect customers.
• Maintain accurate documentation in the agency management system.
• Follow up with customers to ensure satisfaction and retention.
• Support the sales team with customer relationship management.

Skills

Customer service

Communication skills

Organized & detail-oriented

Multitasking

Tech-savvy

Insurance knowledge

Education

Property & Casualty License preferred (or willingness to obtain)

Life & Health License preferred (or willingness to obtain)

Tools

Agency software

Job description

Ryan Dunn - State Farm Agent in Little Elm, TX is hiring an Account Associate to support a growing team and deliver excellent service to clients. You will build relationships, handle policy changes, answer coverage questions, and help identify opportunities to better serve customers.

The role is suited to tech-savvy, organized individuals who thrive in a fast-paced environment, with training and development offered and a flexible schedule.