Insurance Account Specialist – Client Growth & Service

State Farm Agent; Pleasanton (CA); On-site; USD 52,000 - 82,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Parental leave

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Training & development

Job summary

Abdelkhalek Insurance Agency Inc. in Pleasanton, CA is seeking a team member to support daily operations and drive agency growth through meaningful client relations.

You will act as a liaison between customer needs and internal departments, promoting relevant insurance products and services to improve clients’ lives. The role emphasizes attentiveness, sociability, and a sales‑minded approach, with opportunities for advancement and a competitive salary.

Qualifications

• Strong communication and interpersonal skills.
• Detail-oriented and able to multitask.
• Experience in customer service or sales preferred.

Responsibilities

• Provide information about insurance products and services.
• Assist clients with policy applications and renewals.
• Handle client inquiries and provide timely responses.
• Maintain accurate records of client interactions.

Skills

Communication skills

Interpersonal skills

Detail oriented

Job description

Abdelkhalek Insurance Agency Inc. in Pleasanton, CA is seeking a team member to support daily operations and drive agency growth through meaningful client relations.

You will act as a liaison between customer needs and internal departments, promoting relevant insurance products and services to improve clients’ lives. The role emphasizes attentiveness, sociability, and a sales‑minded approach, with opportunities for advancement and a competitive salary.