Post-Sale Account Support Specialist - Flexible Schedule

Russel Williams - State Farm Agent; West Linn (OR); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Simple IRA

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Join Russel Williams - State Farm Agent as an Account Associate, where your key role will be to support the sales process post-sale through efficient administrative and operational tasks. This position is perfect for detail-oriented individuals looking to thrive in a fast-paced environment, with opportunities for growth and personal development.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent communication and customer service abilities.
• Ability to multitask and manage time effectively.

Responsibilities

• Follow up on applications and required signatures.
• Coordinate with underwriting to resolve issues.
• Maintain accurate client records and policy data.

Skills

Organizational skills

Communication

Customer service

Multitasking

Education

Previous experience in insurance or related field

Job description

Benefits:

• Simple IRA
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

We’re looking for a dependable, detail-oriented Account Associate to join our team. In this role, you’ll play a key part in supporting the sales process by handling the administrative and follow-up tasks that ensure smooth operations after a sale is made.

This is an excellent opportunity for someone who thrives behind the scenes, enjoys staying organized, and takes pride in keeping things moving efficiently for both the team and our customers.

Role Description:
As an Account Associate for Russel Williams - State Farm Agent, you help drive the agency’s success by providing essential post-sale support. You’ll manage administrative tasks, communicate with clients, coordinate with underwriting, and ensure all necessary documentation and follow-ups are completed accurately and on time.

Responsibilities:

• Follow up on applications, missing documents, and required signatures.
• Coordinate with underwriting to resolve pending issues and expedite policy issuance.
• Set and confirm appointments for agents and clients.
• Maintain accurate client records and policy data.
• Respond to client inquiries regarding policy changes and status updates.
• Support the sales team with other administrative and operational tasks as needed.

Qualifications:

• Strong organizational skills and attention to detail.
• Excellent communication and customer service abilities.
• Ability to multitask and manage time effectively in a fast-paced environment.
• Previous experience in insurance or a related field is a plus.
• Comfort making phone calls and following up on outstanding items.
• Bilingual Spanish highly preferred.