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Account Associate

2 months ago

Diamond Bar, California, United States Peggy Langin - State Farm Agent Full time

Job Summary

We are seeking a highly motivated and customer-focused individual to join our team as an Account Associate. As an Account Associate, you will play a critical role in establishing and maintaining strong relationships with our customers, providing them with exceptional service and support.

Key Responsibilities

  • Customer Relationship Building
    • Establish and maintain strong relationships with customers through regular communication and follow-up.
  • Needs-Based Review Process
    • Use a customer-focused, needs-based review process to educate customers about insurance options and provide personalized recommendations.
  • Lead Generation and Appointment Scheduling
    • Develop leads, schedule appointments, and identify customer needs to market appropriate products and services.

Benefits

  • Competitive Salary and Commission/Bonus Structure
  • Paid Time Off (Vacation and Personal/Sick Days)
  • Flexible Hours
  • Growth Potential and Opportunity for Advancement

Requirements

  • Interest in Marketing Products and Services Based on Customer Needs
  • Excellent Communication Skills - Written, Verbal, and Listening
  • People-Oriented
  • Detail-Oriented
  • Proactive in Problem Solving
  • Able to Learn Computer Functions
  • Ability to Work in a Team Environment
  • Bilingual Preferred - Spanish, Mandarin, or Korean

About Our Team

We are a team of dedicated professionals who are passionate about helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We are located in Diamond Bar, CA and help customers with their insurance and financial services needs, including auto insurance, home insurance, life insurance, and retirement planning.