Account Associate - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Bonus based on performance
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k) matching

Successful and established State Farm agency, looking to add a licensed insurance professional to our close-knit team as we continue to grow. This Account Associate role is ideal for someone earlier in their insurance career who is eager to learn, contribute, and grow within a supportive and fast-paced office.

You will help deliver the remarkable experience that our customers rave about through a role focused on service, support, and product education. We have fun at work because we like each other and we love what we dowe help our customers manage the risk of everyday life, recover from the unexpected, and realize their dreams.

If you take pride in helping others, enjoy working in a team environment, and are looking for a place to build a long-term career, this could be a great fit.

Key Responsibilities:

• Provide friendly, professional service to customers in person, over the phone, and through email or text
• Assist with policy questions, billing inquiries, and basic policy changes
• Support the team with administrative tasks and customer follow-ups
• Learn how to review coverages and identify opportunities to better protect customers
• Work closely with the service and sales team to ensure a smooth customer experience

Key Qualifications:

• Positive, reliable, and coachable attitude
• Strong communication and customer service skills
• Organized, detail-oriented, and able to manage multiple tasks
• Comfortable using computers and learning new systems
• Must live within a reasonable commuting distance of our Moraga office (full-time, in-office role)
• Active insurance licenses required (or ability to obtain before start date, as applicable).
• Candidates without an insurance license may still be considered if they have 5+ years of experience in a related or complementary field.

About our Agency:
Our agency opened in 2018 and has grown into a strong team of eight dedicated professionals who are passionate about helping people and making a difference. Before becoming an agent, I spent over two decades in business turnaround, but I always knew I wanted to own a business rooted in the communityone that not only serves clients but also contributes to the place we call home. That mission drives everything we do here.

Community involvement is at the heart of our work. We regularly participate in local festivals and fairs, organize charitable initiatives like the One Warm Coat Drive, and support a variety of donation efforts throughout the year. Giving back isnt just part of our businessits part of who we are.

We offer a competitive benefits package, including PTO, 12 paid holidays, group health and life insurance, a 401k plan with a 6% match, and paid training programs to support your professional growth. Our office culture is fast-paced, team-oriented, and focused on meaningful work. If youre looking for a place where you can build your skills, feel supported, and grow your career, this could be the right fit.