Insurance Account Associate

4 weeks ago


Floral Park, New York, United States Jackie Zupo - State Farm Agent Full time
Job OverviewAs a vital member of the Jackie Zupo - State Farm Agent team, the Account Associate plays a crucial role in our daily business operations and customer success. This role involves growing our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. The ideal candidate will improve the lives of our customers by proactively marketing relevant products and services.

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.


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