Insurance Account Associate — Growth & Client Impact

Jason Marquardt - State Farm Agent; Menomonee Falls (WI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Simple IRA

Licensing paid by agency

Health insurance

Advancement opportunities

Paid time off

Training & development

Bonus based on performance

Competitive salary

Job summary

Jason Marquardt - State Farm Agent is seeking an Account Associate to support daily operations and customer success. You will grow the office through meaningful customer relations and act as a liaison between customer needs and agency departments.

Responsibilities include updating customer accounts, assisting with policy changes, processing claims, and coordinating with underwriters to ensure timely policy issuance.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication abilities.
• Previous experience in insurance or 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

Strong organizational skills

Customer service

Communication skills

Insurance experience

Job description

Jason Marquardt - State Farm Agent is seeking an Account Associate to support daily operations and customer success. You will grow the office through meaningful customer relations and act as a liaison between customer needs and agency departments.

Responsibilities include updating customer accounts, assisting with policy changes, processing claims, and coordinating with underwriters to ensure timely policy issuance.