Account Associate - State Farm Agent Team MemberFull Time in Sonoma, CA
ROLE DESCRIPTIONKatie Chase Insurance & Financial Services, Inc. is seeking an organized and efficient individual to fulfill administrative duties and support insurance agents in gaining and keeping customers. As an Account Associate with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. Your contributions as an upbeat, motivated professional who thrives in a fast-paced environment pave an entryway for growing your career and expanding your income. We look forward to incorporating your energy and marketing perspective into our team as we build success together.
RESPONSIBILITIESEstablish customer relationships and follow up with customers, as needed.Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.Use a customer-focused, needs-based review process to educate customers about insurance options.Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.Assist team members with projects that will contribute to agency success.QUALIFICATIONSDedicated to customer serviceSales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferredAble to obtain Property and Casualty LicenseAble to obtain a Life/Health LicenseAble to achieve mutually agreed upon goalsInterested in marketing products and services based on customer needsSpanish speaker preferredBENEFITSPaid time off (vacation and personal/sick days)Growth potential/Opportunity for advancement within our officeSIMPLE retirement plan with matchingHealth insuranceVision insuranceCompensation: $18.00 - $22.00 per hour
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