ACCOUNT ASSOCIATE

Carlson Insurance Agency, Inc.

Orange, CT0–2 yrs1h agovia LinkedIn

Role Description

As an Account Associate - State Farm Agent Team Member for Wanda Carlson - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

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 & Tech Stack

  • State Farm Agent Team Member

Qualifications

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

Compensation

  • $50,000.00 - $75,000.00 per year

Benefits

  • Simple IRA
  • License reimbursement
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development

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