Insurance Account & Client Success Associate

Kevin Patton - State Farm Agent; Richmond (TX); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Company parties

Job summary

Kevin Patton - State Farm Agent is seeking an Account Associate to support daily operations, grow the agency through client relations, and act as a liaison between customer needs and agency departments. The role involves proactive marketing of relevant insurance products and services to improve customers' lives.

The ideal candidate is attentive, sociable, and sales-minded, with room for advancement within the agency as it serves the local community.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred.
• Must be willing to obtain insurance licenses.

Responsibilities

• Manage client accounts and update information in the database.
• Assist clients with policy changes and inquiries.
• Process insurance claims and follow up with clients on claim status.
• Coordinate with underwriters to ensure timely policy issuance.

Skills

Organizational skills

Customer service

Insurance experience

Licensing willingness

Job description

Kevin Patton - State Farm Agent is seeking an Account Associate to support daily operations, grow the agency through client relations, and act as a liaison between customer needs and agency departments. The role involves proactive marketing of relevant insurance products and services to improve customers' lives.

The ideal candidate is attentive, sociable, and sales-minded, with room for advancement within the agency as it serves the local community.