Financial Services Associate

4 days ago


Vienna, Virginia, United States Isabel Thao Nguyen - State Farm Agent Full time
Job Summary

We are seeking a highly skilled Financial Services Associate to join our team at Isabel Thao Nguyen - State Farm Agent. As a Financial Services Associate, you will play a vital role in providing financial services to our clients and helping them achieve their financial goals.


About the Role

This is a full-time position offering a competitive salary of $70,000 - $90,000 per year, depending on experience. The successful candidate will have strong organizational skills, excellent customer service and communication skills, and previous experience in insurance or a related field.


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.

Qualifications
  • Strong organizational skills and attention to detail.
  • Excellent customer service and communication skills.
  • Previous experience in insurance or a related field.


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