Account Associate

Responsibilities:
Communicate with customers to understand their needs and provide available product information.
Assist in developing relationships with new and existing customers across multiple product lines.
Support daily office operations, including documentation, scheduling, and follow-up activities.
Participate in marketing efforts to promote awareness within the community.
Maintain accurate records and ensure a consistent customer experience.
Collaborate with team members to achieve office objectives.

Qualifications:
Must be bilingual English/Spanish*
Must possess or be able to obtain necessary state insurance licenses. *
Effective written and verbal communication skills.
Strong organizational abilities with attention to detail.
Comfortable working in a fast-paced environment.
Prior experience in customer service, business support, or insurance preferred.