Insurance Account Specialist
3 weeks ago
As an Account Associate at Dan Schmidt - State Farm Agent, you will play a vital role in our daily business operations and customer success. Your primary responsibility will be to grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments.
You will improve the lives of our customers by proactively marketing relevant products and services. Your attention to detail, organizational skills, and excellent customer service and communication skills will be essential in managing client accounts, updating information in the database, and processing insurance claims.
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 preferred.
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