Insurance Account Associate — Customer Growth & Service

De Anne Gleeson; City of Middletown (NY); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

License Paid by Agency

Simple IRA

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Deanne Gleeson - State Farm Agent in Middletown, NY is seeking an Account Associate to enhance daily operations and customer relations. In this role, you will manage customer accounts, assist with policy inquiries, and process insurance claims effectively.

The ideal candidate will possess strong organizational skills and a passion for exceptional customer service. This full-time position offers competitive salary, training opportunities, and a flexible schedule while contributing to community growth.

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

Customer service skills

Communication skills

Job description

Benefits:

• License Paid by Agency
• Simple IRA
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

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 Middletown, NY and help customers with their insurance and financial services needs, including:

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

ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Deanne Gleeson - State Farm Agent, 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.