Insurance Accounts Liaison — Growth & Client Support

Carlismyagent; Beachwood (OH); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Carl Vajdich - State Farm Agent is seeking an Account Associate to support daily operations and enhance customer success. You will nurture customer relationships, bridge needs with agency departments, and proactively market relevant products and services.

The role emphasizes accurate data management, responsive service, and collaborative interaction with underwriting to issue policies promptly. This entry-level opportunity includes growth and advancement potential within the agency.

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

Organizational skills

Customer service

Communication skills

Job description

Carl Vajdich - State Farm Agent is seeking an Account Associate to support daily operations and enhance customer success. You will nurture customer relationships, bridge needs with agency departments, and proactively market relevant products and services.

The role emphasizes accurate data management, responsive service, and collaborative interaction with underwriting to issue policies promptly. This entry-level opportunity includes growth and advancement potential within the agency.