Insurance Account Associate — Licensing Paid & Benefits

Yourfallsagent; Menomonee Falls, Northern (WI, KY); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Simple IRA

Licensing paid by agency

Health insurance

Opportunity for advancement

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, grow the office through customer relations, and act as a liaison between customers and agency departments. You will proactively market relevant products and services to improve the lives of customers.

The role offers full-time employment in Menomonee Falls, WI, with training, development, and advancement opportunities, plus benefits including health insurance, PTO, and a Simple IRA.

Qualifications

• Strong organizational skills and attention to detail are required.
• Excellent customer service and communication skills are essential.
• Previous experience in insurance or a related field is 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

Job description

Jason Marquardt - State Farm Agent is seeking an Account Associate to support daily operations, grow the office through customer relations, and act as a liaison between customers and agency departments. You will proactively market relevant products and services to improve the lives of customers.

The role offers full-time employment in Menomonee Falls, WI, with training, development, and advancement opportunities, plus benefits including health insurance, PTO, and a Simple IRA.