Strategic Insurance Accounts & Operations Specialist

State Farm Insurance Companies; Albuquerque (NM); On-site; USD 30,000 - 42,000; Full time

Job summary

Leal Insurance & Financial Services, Inc. in Albuquerque, NM seeks an organized, proactive Insurance Account & Operations Specialist to join our State Farm agency in a dynamic operations role.

This position focuses on learning agency workflows, coordinating business-account needs, and building a strong appointment and follow-up pipeline for the agency owner. The role involves organizing daily tasks, supporting the service team, handling billing and service requests, and maintaining professional

Qualifications

• Highly organized and able to manage multiple responsibilities.
• Dependable with strong follow-through.
• Comfortable communicating by phone, text, email, video, and in person.
• Willing to learn insurance products and agency procedures.
• Able to recognize what needs to happen next.

Responsibilities

• Review incoming service needs and help organize daily workflow.
• Assist with billing and payment-related customer requests.
• Coordinate and follow up on business insurance service requests.
• Assist with certificates, policy changes, vehicle and driver changes, documentation, and underwriting requests.
• Help coordinate claims-related customer calls and follow-up.
• Maintain accurate tasks, follow-ups, and professional documentation in Salesforce.
• Help manage appointment scheduling and follow-up for the agency owner.
• Review and prepare customer profiles before scheduled insurance and financial conversations.
• Contact customers to schedule, confirm, and reschedule appointments.
• Identify outstanding Auto, Fire, and Life insurance needs and ensure follow-up.
• Assist with agency marketing, social media, and community activities after higher-priority responsibilities are handled.

Skills

Organizational skills

Follow-through

Customer service

Communication skills

Tech-savvy with systems

Job description

Leal Insurance & Financial Services, Inc. in Albuquerque, NM seeks an organized, proactive Insurance Account & Operations Specialist to join our State Farm agency in a dynamic operations role.

This position focuses on learning agency workflows, coordinating business-account needs, and building a strong appointment and follow-up pipeline for the agency owner. The role involves organizing daily tasks, supporting the service team, handling billing and service requests, and maintaining professional