Account Associate - State Farm Agent Team Member

Jacquelyn Jacobson - State Farm Agent
  • Commack, NY
  • Full-time
30+ days ago

Job Description

Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Parental leave
  • Training & development
  • Vision insurance

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 Commack, NY 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 Jacquelyn Jacobson - 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 customer accounts and update information in the database.
  • Offer and sell new products to customers based off needs-based conversation.
  • Set appointments, market, and follow up with leads. 
  • Assist customers with policy changes and inquiries.
  • 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.
  • NY Property & Casualty license (must be able to obtain).
  • NY Life, Accident & Health license (must be able to obtain).


Numbers & Facts

LocationCommack, NY
Job TypeFull-time

Skills

  • Auto Insuranceunmatched
  • Business Operationsunmatched
  • Communication Skillsunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Dental Insuranceunmatched
  • Detail Orientedunmatched
  • Financial Servicesunmatched
  • Health Insuranceunmatched
  • Insuranceunmatched
  • Life Insuranceunmatched
  • Marketingunmatched
  • Operationsunmatched
  • Organizational Skillsunmatched
  • Property Insuranceunmatched
  • Retirement Planningunmatched
  • Risk Managementunmatched
  • Salesunmatched
  • Time Managementunmatched
  • Training/Teachingunmatched
  • Underwritingunmatched
  • Vision Planunmatched

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