Insurance Account Associate - Growth & Client Care

Jill Cash - State Farm Agent; Pleasanton (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Jill Cash - State Farm Agent in Pleasanton, CA, is looking for an Account Associate to manage customer accounts and support their insurance needs. This role requires strong organizational and communication skills, along with a focus on customer service.

As part of a team dedicated to helping clients, you will assist in managing policies and processing claims, all while contributing to community enrichment. Join us in making a difference in our clients' lives!

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

Communication skills

Job description

Jill Cash - State Farm Agent in Pleasanton, CA, is looking for an Account Associate to manage customer accounts and support their insurance needs. This role requires strong organizational and communication skills, along with a focus on customer service.

As part of a team dedicated to helping clients, you will assist in managing policies and processing claims, all while contributing to community enrichment. Join us in making a difference in our clients' lives!