Insurance Account Associate — Growth & Client Impact

Josue Rivera - State Farm Agent; Tampa (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Simple IRA

Bonus based on performance

Competitive salary

Health insurance

Paid time off

Training & development

Opportunity for advancement

Flexible schedule

Job summary

Josue Rivera - State Farm Agent is looking for an Account Associate to support daily business operations and enhance customer relations. This role involves managing client insurance accounts, generating leads, and ensuring customer satisfaction.

The ideal candidate will have strong organizational skills and effective communication abilities. A background in insurance is preferred, along with a proactive approach to client management. Join our collaborative team and contribute to meaningful customer outcomes.

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 and maintain client insurance accounts with accuracy and attention to detail.
• Follow up with existing clients to ensure satisfaction and address any inquiries or issues.
• Generate new leads through research, networking, and outreach efforts.
• Assist in preparing and processing insurance applications and documentation.
• Coordinate with underwriters, brokers, and other insurance professionals to facilitate policy issuance.
• Update and maintain accurate records of client interactions and account status in the CRM system.
• Monitor policy renewals and proactively reach out to clients for renewals or upgrades.
• Ensure compliance with company policies and industry regulations.
• Participate in training sessions to stay informed about insurance products and market trends.

Skills

Organizational skills

Customer service skills

Communication skills

Education

Experience in insurance or related field

Job description

Josue Rivera - State Farm Agent is looking for an Account Associate to support daily business operations and enhance customer relations. This role involves managing client insurance accounts, generating leads, and ensuring customer satisfaction.

The ideal candidate will have strong organizational skills and effective communication abilities. A background in insurance is preferred, along with a proactive approach to client management. Join our collaborative team and contribute to meaningful customer outcomes.