Insurance Accounts Specialist: Customer Growth & Service

State Farm Agent; Estero (FL); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

License Reimbursement

Simple IRA

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Rich Mathews - State Farm Agent in Estero, FL is seeking an Account Associate to support daily operations, grow the agency through meaningful customer relations, and act as liaison between client needs and agency departments.

You will promote relevant products and services, handle policy changes, assist with claims, and coordinate with underwriters to issue policies promptly. This role offers a pathway to advancement within a collaborative team.

Qualifications

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

Education

Insurance experience preferred

Job description

Rich Mathews - State Farm Agent in Estero, FL is seeking an Account Associate to support daily operations, grow the agency through meaningful customer relations, and act as liaison between client needs and agency departments.

You will promote relevant products and services, handle policy changes, assist with claims, and coordinate with underwriters to issue policies promptly. This role offers a pathway to advancement within a collaborative team.