Account Associate - State Farm Agent Team Member

Job Description

Job Description

Benefits :

Simple IRA

Bonus based on performance

Competitive salary

Health insurance

Paid time off

Training & development

Opportunity for advancement

Flexible schedule

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 Tampa, FL 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 Josue Rivera - 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 :

• Manage and maintain client insurance accounts with accuracy and attention to detail
• Follow up with existing clients to ensure satisfaction and address any inquiries or issues
• Generate new leads through research, networking, and outreach efforts
• Assist in preparing and processing insurance applications and documentation
• Coordinate with underwriters, brokers, and other insurance professionals to facilitate policy issuance
• Update and maintain accurate records of client interactions and account status in the CRM system
• Monitor policy renewals and proactively reach out to clients for renewals or upgrades
• Ensure compliance with company policies and industry regulations
• Participate in training sessions to stay informed about insurance products and market trends

QUALIFICATIONS :

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred.

BENEFITS :

• Salary pay plus commission / bonus
• Growth potential / Opportunity for advancement within my office
• Paid time off (vacation and personal / sick days)
• Health and Life benefits
• Valuable career-building experience