Insurance Account Associate - Growth & Client Care

Dan Albernas - State Farm Agent; Plantation (FL); On-site; USD 38,000 - 56,000; Full time

Benefits offered by this job

Competitive salary

Advancement opportunities

Paid time off

Training & development

Performance bonus

Job summary

Dan Albernas - State Farm Agent is seeking an Account Associate to support daily operations and serve customers. You will help grow the office through meaningful client relationships and act as a liaison between customer needs and agency departments.

You will assist with policy changes, process claims, onboarding new customers, and coordinate with underwriters to ensure timely policy issuance. The role emphasizes strong organization, communication, and a customer-first approach.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred.
• Licensing will be required.

Responsibilities

• Manage customer accounts and update information in the database.
• Assist customers with policy changes and inquiries.
• Take on various tasks given by the Sales team, including onboarding customers.
• Process insurance claims and follow up with customers on claim status.
• Coordinate with underwriters to ensure timely policy issuance.

Skills

Customer service

Communication

Organizational skills

Attention to detail

Licensing needed

Education

Insurance licensing (required)

Job description

Dan Albernas - State Farm Agent is seeking an Account Associate to support daily operations and serve customers. You will help grow the office through meaningful client relationships and act as a liaison between customer needs and agency departments.

You will assist with policy changes, process claims, onboarding new customers, and coordinate with underwriters to ensure timely policy issuance. The role emphasizes strong organization, communication, and a customer-first approach.