Job Description
Job Description
Benefits :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 Lake Oswego, OR 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 David Shin - State Farm Agent, you are vital to our daily business operations and customers success.
You grow our agency through meaningful client 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 client accounts and update information in the database.
- Assist clients with policy changes and inquiries.
- Process insurance claims and follow up with clients 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.
- Licensed applicants preferred.
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