What are the responsibilities and job description for the Account Associate - State Farm Agent Team Member position at David Wong - State Farm Agent?
Benefits:
ROLE DESCRIPTION:
As 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:
- Opportunity for advancement
- Paid time off
- Training & development
- Bonus based on performance
- Competitive salary
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
ROLE DESCRIPTION:
As 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.
- Strong organizational skills and attention to detail.
- Excellent customer service and communication skills.
- Previous experience in insurance or a related field preferred.
Salary : $68,000 - $108,000