Account Associate - State Farm Agent Team Member
State Farm Agent · West Linn, OR · 14 mo ago
Business DevelopmentFull-time
About the role
You help drive the agency’s success by providing essential post-sale support. You’ll manage administrative tasks, communicate with clients, coordinate with underwriting, and ensure all necessary documentation and follow-ups are completed accurately and on time.
Responsibilities
- Follow up on applications, missing documents, and required signatures.
- Cook up with underwriting to resolve pending issues and expedite policy issuance.
- Set and confirm appointments for agents and clients.
- Maintain accurate client records and policy data.
- Respond to client inquiries regarding policy changes and status updates.
- Support the sales team with other administrative and operational tasks as needed.
Requirements
- Strong organizational skills and attention to detail.
- Excellent communication and customer service abilities.
- Ability to multitask and manage time effectively in a fast-paced environment.
- Previous experience in insurance or a related field is a plus.
- Comfort making phone calls and following up on outstanding items.
- Bilingual Spanish highly preferred.
Qualifications
- Self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results.
Skills
- Strong organizational skills and attention to detail.
- Excellent communication and customer service abilities.
- Ability to multitask and manage time effectively in a fast-paced environment.
- Previous experience in insurance or a related field is a plus.
- Comfort making phone calls and following up on outstanding items.
- Bilingual Spanish highly preferred.
Benefits
- Health insurance
- Paid time off
- Training & development
Pay
Competitive salary
Schedule
Flexible schedule
Company Information
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Crop Insurance, College Planning, Health Insurance, and Renters Insurance.
- Our office is located in West Linn & Happy Valley.
- Additional languages spoken: Spanish
Contact Us
If you are interested in this opportunity, please apply now and let us put you on the path to success.