Account Associate

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🕒 April 13

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Logo of Danny Patel - State Farm Insurance Agent

Danny Patel - State Farm Insurance Agent

1 - 10 employees

💸 Finance

⚕️ Healthcare Insurance

👥 B2C

Finance • Healthcare Insurance • B2C

Danny Patel - State Farm Insurance Agent is a licensed State Farm insurance and financial services agency based in Chula Vista, CA that provides personalized insurance and financial solutions to individuals, families, and small businesses across California, Arizona, Oregon, Texas, and Georgia. The office offers a broad range of insurance products including auto, homeowners, condominium, renters, motorcycle, business, life, health (including Medicare supplements), and pet insurance, along with banking, investment services, and annuities. With decades of industry experience and a bilingual, customer-focused team, the agency supports in-person, phone, text, and virtual consultations, helps with state-to-state transfers, provides quotes, handles claims and payments, and aims to create tailored Personal Price Plans to meet clients' coverage and financial planning needs.

📋 Description

• Establish customer relationships and follow up with customers, as needed. • Use a customer-focused, needs-based review process to educate customers about insurance options. • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

🎯 Requirements

• Interest in marketing products and services based on customer needs • Excellent communication skills - written, verbal and listening • People-oriented • Detail oriented • Proactive in problem solving • Able to learn computer functions • Ability to work in a team environment

🏖️ Benefits

• 401K • Salary plus commission/bonus • Paid time off (vacation and personal/sick days) • Flexible hours • Growth potential/Opportunity for advancement within my agency • Hiring Bonus up to $

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