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Account Associate

3 months ago

Sonoma, United States Katie Chase - State Farm Agent Full time
Job DescriptionJob DescriptionBenefits:
  • SIMPLE retirement plan with matching
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance

ROLE DESCRIPTION:
Katie Chase Insurance & Financial Services, Inc. is seeking an organized and efficient individual to fulfill administrative duties and support insurance agents in gaining and keeping customers. As an Account Associate with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. Your contributions as an upbeat, motivated professional who thrives in a fast-paced environment pave an entryway for growing your career and expanding your income.

We look forward to incorporating your energy and marketing perspective into our team as we build success together.

RESPONSIBILITIES:
  • Establish customer relationships and follow up with customers, as needed.
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.
  • Assist team members with projects that will contribute to agency success.
QUALIFICATIONS:
  • Dedicated to customer service
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Able to obtain Property and Casualty License
  • Able to obtain a Life/Health License
  • Able to achieve mutually agreed upon goals
  • Interested in marketing products and services based on customer needs
  • Spanish speaker preferred
BENEFITS:
  • Hourly plus commission/bonus
  • Paid time off (vacation and personal/sick days)
  • Health benefits
  • SIMPLE retirement plan
  • Growth potential/Opportunity for advancement within our office