Benefits:- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
- Bonus based on performance
ROLE DESCRIPTION:
As an
Account Associate for Dan Albernas - State Farm Agent, you are vital to our daily business operations and customers’ success. You help grow our office through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services.
RESPONSIBILITIES:- Manage customer accounts and update information in the database.
- Assist customers with policy changes and inquiries.
- Take on various tasks given by the Sales team, including onboarding customers.
- Process insurance claims and follow up with customers on claim status.
- Coordinate with underwriters to ensure timely policy issuance.
QUALIFICATIONS:- Strong organizational skills and attention to detail.
- Excellent customer service and communication skills.
- Previous experience in insurance or a related field preferred.
- Licensing will be required.