Staff Assistant - State Farm Agent Team Member
Anacortes, WA
Staff Assistant - State Farm Agent Team Member
Full Time • Anacortes, WA
Responsive recruiter
Benefits:
- Bonus based on performance
- Free food & snacks
- Opportunity for advancement
- Paid time off
- Training & development
ROLE DESCRIPTION:
Heather Ladd - State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team as a Staff Assistant - State Farm Agent Team Member.
Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team.
RESPONSIBILITIES:
Heather Ladd - State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team as a Staff Assistant - State Farm Agent Team Member.
Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team.
RESPONSIBILITIES:
- Greet clients, answer phone calls, respond to emails, and handle client inquiries.
- Manage schedules, book appointments, and maintain office supplies.
- Prepare and process insurance forms, manage client files, and ensure all paperwork is accurately completed and filed.
- Enter client information into the agency management system and update records as necessary.
- Handle billing inquiries, process payments, and follow up on overdue accounts.
- Act as a liaison between clients and agents, ensuring clear and effective communication.
- Assist in organizing marketing events, preparing promotional materials, and managing social media accounts.
- Provide preliminary assistance to clients in the claims process, ensuring proper documentation and communication with claims adjusters.
QUALIFICATIONS:
- Previous administrative or customer service experience, preferably in an insurance or financial services setting.
- Proficiency in Microsoft Office Suite and familiarity with agency management software.
- Excellent verbal and written communication skills.
- Strong organizational skills with the ability to multitask and prioritize tasks effectively.
- Friendly and professional demeanor with a strong focus on customer satisfaction.
- High level of accuracy in data entry and document preparation.
- Ability to handle client issues and find effective resolutions.
Compensación: $40,000.00 - $55,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Anacortes, WA and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning
State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
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