Insurance Account Specialist

4 weeks ago


Vail, Colorado, United States Sonny Mortensen - State Farm Agent Full time
Job Overview

We are seeking a highly organized and customer-focused Insurance Account Specialist to join our team at Sonny Mortensen - State Farm Agent. As an Insurance Account Specialist, you will play a vital role in managing client accounts, updating information in our database, and assisting clients with policy changes and inquiries.

Key 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.
Requirements
  • Strong organizational skills and attention to detail.
  • Excellent customer service and communication skills.
  • Previous experience in insurance or a related field preferred.
About Us

At Sonny Mortensen - State Farm Agent, we are dedicated to helping our customers manage the risks of everyday life, recover from the unexpected, and realize their dreams. We offer a range of insurance and financial services, including auto insurance, home insurance, life insurance, and retirement planning.



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