Insurance Accounts Associate — Growth & Client Care

Juliebass; Monona (WI); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Juliebass is seeking an Account Associate for the State Farm Agent Team in Monona, Wisconsin. This role is essential for managing customer relations and ensuring their needs are met effectively.

The ideal candidate will possess strong organizational skills and experience in insurance. You will work closely with customers and underwriters, helping them navigate their policies and claims while contributing to agency growth through exceptional service.

Qualifications

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

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

Attention to detail

Excellent customer service

Communication skills

Insurance experience

Job description

Juliebass is seeking an Account Associate for the State Farm Agent Team in Monona, Wisconsin. This role is essential for managing customer relations and ensuring their needs are met effectively.

The ideal candidate will possess strong organizational skills and experience in insurance. You will work closely with customers and underwriters, helping them navigate their policies and claims while contributing to agency growth through exceptional service.