ROLE DESCRIPTION: As an Account Associate for Dan Albernas - 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.
Take on various tasks given by the Sales team, including onboarding customers.
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.
Licensing will be required.
Numbers & Facts
Location
Plantation, FL
Job Type
Full-time
Skills
Business Operationsunmatched
Claims Processingunmatched
Communication Skillsunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Detail Orientedunmatched
Insuranceunmatched
Licensingunmatched
Marketingunmatched
Onboardingunmatched
Operationsunmatched
Organizational Skillsunmatched
Salesunmatched
Time Managementunmatched
Training/Teachingunmatched
Underwritingunmatched
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