Insurance Account & Client Success Associate

Ryan Dunn - State Farm Agent; Little Elm (TX); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Bonus based on performance

Paid time off

Training & development

Health insurance

401(k)

Competitive salary

Flexible schedule

Opportunity for advancement

Company parties

Signing bonus

Job summary

Ryan Dunn - State Farm Agent is seeking an Account Representative to deliver exceptional customer service and manage client relationships in a fast-paced environment. You will assist with policy changes, answer questions on coverage, and identify opportunities to better protect customers.

The role emphasizes organization, attentiveness, and the ability to work with agency software and licensing requirements.

Qualifications

• Enthusiastic and self-motivated
• Strong communication and customer service skills
• Highly organized and detail-oriented
• Ability to multitask and manage multiple client accounts
• Comfortable using computer systems and agency software
• Property & Casualty license preferred (or willingness to obtain)
• Life and Health license preferred (or willingness to obtain)
• Previous insurance or customer service experience is a plus

Responsibilities

• Provide prompt, friendly customer service to clients
• Assist customers with policy changes, billing questions, and coverage explanations
• Review existing accounts and identify opportunities to better protect customers
• Maintain accurate documentation in the agency management system
• Follow up with customers to ensure satisfaction and retention
• Support the sales team with customer relationship management

Skills

Enthusiastic

Strong communication

Highly organized

Multitask

Computer systems

Education

Property & Casualty license

Life and Health license

Tools

Agency software

Job description

Ryan Dunn - State Farm Agent is seeking an Account Representative to deliver exceptional customer service and manage client relationships in a fast-paced environment. You will assist with policy changes, answer questions on coverage, and identify opportunities to better protect customers.

The role emphasizes organization, attentiveness, and the ability to work with agency software and licensing requirements.