Account Associate - State Farm Agent Team Member
Full Time • Fully Remote - US
Benefits:
- Competitive salary
- Free food & snacks
- Opportunity for advancement
- Paid time off
- Training & development
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Santa Fe, NM and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Jamie Dunn - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
- Handle multiple client issues simultaneously, identify unresolved situations, and resolve issues efficiently.
- Handle calls promptly and accurately.
- Render professional service promptly and courteously to customers.
- Provide advice to customers regarding their insurance needs.
- Answer questions from customers regarding insurance policies, claims, billing, payments, etc.
- Explain policies and procedures to customers clearly.
- Assist policyholders in processing claims, including inquiries and resolving problems related to claims.
- Resolve customer complaints effectively.
- Offer recommendations about different policies and plans offered by the company, generating interest in new policies, services, or changes in plans.
- Keep accurate records of customer transactions.
- Effectively troubleshoot problems during customer interactions by researching and identifying solutions using available resources, and implementing those solutions ethically and considerately.
- 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.
- Perform sales activities as required, including promoting and selling insurance policies and related services.
- Achieve sales goals to meet overall office targets and contribute to company growth.
QUALIFICATIONS:
- Must be licensed in Property & Casualty (P&C) and Life & Health (L&H) insurance.
- Must be a Spanish speaker.
- Strong organizational skills and attention to detail.
- Excellent customer service and communication skills.
- Previous experience in insurance or a related field preferred.
This is a remote position.
Compensation: $50,000.00 - $60,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Santa Fe, NM and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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Make a difference in your community every day
Gain confidence and grow your career
Earn benefits and rewards that are second to none