Account Associate - State Farm Agent Team Member

Summary

State Farm Agent operates an insurance and financial services office serving customers with insurance and financial needs. The Account Associate will build customer relationships, provide insurance-related service, support digital marketing, and help the office achieve its goals.

Responsibilities

• Establish customer relationships and follow up with customers, as needed
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
• Work with the agent to develop and maintain a digital marketing system to promote the office
• Maintain a strong work ethic with a total commitment to success each and every day

Skills

• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• People-oriented
• Detail oriented
• Proactive in problem solving
• Dedicated to customer service
• Experience in a variety of computer applications, particularly Windows
• Ability to effectively relate to a customer
• Bilingual - Spanish required
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)
• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred

Qualifications

Must Haves

• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• People-oriented
• Detail oriented
• Proactive in problem solving
• Dedicated to customer service
• Experience in a variety of computer applications, particularly Windows
• Ability to effectively relate to a customer
• Bilingual - Spanish required
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)

Nice to Haves

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred

Benefits

• 401(k) matching
• Employee discounts
• Health insurance
• Paid time off
• Bonus based on performance
• Flexible schedule
• Opportunity for advancement
• Training & development
• Remote work