Insurance Sales & Account Associate

Morgan King - State Farm Agent; Pleasanton (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Morgan King - State Farm Agent in Pleasanton seeks a Sales Account Associate to enhance agency operations and customer satisfaction. In this role, you will manage client accounts, assist with policy inquiries, and process insurance claims, ensuring effective communication across various departments.

The ideal candidate is detail-oriented, possesses strong organizational skills, and has a customer-centric attitude. Join us to grow your career while making a meaningful impact 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 client accounts and update information in the database.
• Assist clients with policy changes and inquiries.
• Process insurance claims and follow up with clients on claim status.
• Coordinate with underwriters to ensure timely policy issuance.

Skills

Organizational skills

Customer service

Communication skills

Education

Experience in insurance or a related field

Job description

Morgan King - State Farm Agent in Pleasanton seeks a Sales Account Associate to enhance agency operations and customer satisfaction. In this role, you will manage client accounts, assist with policy inquiries, and process insurance claims, ensuring effective communication across various departments.

The ideal candidate is detail-oriented, possesses strong organizational skills, and has a customer-centric attitude. Join us to grow your career while making a meaningful impact in the community.