Insurance Account & Service Specialist

David Samuel State Farm Agency; Philadelphia (Philadelphia County); On-site; USD 35,000 - 50,000; Full time

Job summary

David Samuel - State Farm Agent is looking for an Account Associate to manage customer accounts and enhance client relationships. In this role, you will assist customers with inquiries, process insurance claims, and ensure smooth communications between customers and various departments.

Applicants should possess strong organizational and communication skills, and prior experience in insurance or related fields is preferred. This is an opportunity to grow your career while making a difference in the community.

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 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

Excellent customer service

Communication skills

Job description

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.We are located in Philadelphia, PA and help customers with their insurance and financial services needs, including:

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for David Samuel - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

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.

QUALIFICATIONS:

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