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About the role

Account Associate 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 Mill Valley, CA and help customers with their insurance and financial services needs, including: Auto insurance Home insurance Life insurance Retirement planning As an Account Associate for David Wong - 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. 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.
  • Property & Casualty (Must obtain)
  • Life & Health (Must obtain)
Compensation: $48,000.00 - $100,000.00 per year
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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JOB OVERVIEW

Salary

$48,000 - $100,000 per year

Experience level

Junior

Location

Mill Valley, CA

Occupation

Insurance Claims and Policy Processing Clerks

Industry

All Other Insurance Related Activities

Posted

2 days ago

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