Account Representative

1 week ago


Novato, California, United States Katie Chase - State Farm Agent Full time

About Us

Katie Chase - State Farm Agent is a leading insurance and financial services provider in Novato, CA. Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

We are committed to delivering exceptional customer service and building long-lasting relationships with our clients. As a key member of our team, you will play a vital role in achieving our goals and growing our agency through meaningful client relations.

Job Description

We are seeking an experienced Account Associate to join our dynamic team. As an Account Associate, you will be responsible for managing client accounts, updating information in our database, and assisting clients with policy changes and inquiries.

You will also connect customers to our claims team and follow up on claim status, coordinate with underwriters to ensure timely policy issuance, and assist Account Representatives as needed. Additionally, you will attend community events to market our agency and promote our products and services.

Requirements

  • Strong Organizational Skills: You must have excellent organizational skills and attention to detail to manage multiple client accounts and prioritize tasks effectively.
  • Excellent Communication Skills: You should have excellent customer service and communication skills to interact with clients, colleagues, and other stakeholders.
  • Previous Experience**: Previous experience in insurance or a related field is preferred but not required.

Benefits

  • Dental insurance
  • Employee discounts
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance

Estimated Salary: $45,000 - $60,000 per year, based on experience and location.



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