Insurance Account Associate: Growth & Claims Support

Kristy Beal - State Farm Agent; Mill Valley (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

David Wong - State Farm Agent in Mill Valley, CA is seeking an Account Associate to support daily operations and customer success. You will grow the office through meaningful relationships and act as a liaison between customer needs and agency departments.

You will enhance lives by proactively marketing relevant products and services, including auto, home, life insurance, and retirement planning, with a focus on service excellence. Training provided.

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 skills

Insurance experience

Job description

David Wong - State Farm Agent in Mill Valley, CA is seeking an Account Associate to support daily operations and customer success. You will grow the office through meaningful relationships and act as a liaison between customer needs and agency departments.

You will enhance lives by proactively marketing relevant products and services, including auto, home, life insurance, and retirement planning, with a focus on service excellence. Training provided.