Insurance Account Specialist

4 weeks ago


San Diego, California, United States Kevin Beach - State Farm Agent Full time
Job Summary

As an Insurance Account Specialist with Kevin Beach - State Farm Agent, you will play a vital role in our daily business operations and customer success. Your primary responsibility will be to manage client accounts, update information in the database, and assist clients with policy changes and inquiries. You will also process insurance claims and coordinate with underwriters to ensure timely policy issuance.

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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