Account Associate - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• 401(k)
• Competitive salary
• Free food & snacks
• Opportunity for advancement
• Paid time off
• Training & development

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 Anaheim, CA and help customers with their insurance and financial services needs, including: 

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

ROLE DESCRIPTION:
As Account Associate for Spencer Oliver State Farm, you are vital to our daily business operations and customers’ success. You help grow our office through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services.

RESPONSIBILITIES:

• Manage customer accounts and update information in the database.
• Assist customers with policy changes and inquiries.
• Process insurance claims and follow up with customers on claim status.
• Coordinate with underwriters to ensure timely policy issuance.

QUALIFICATIONS:

• Bilingual in Spanish and English
• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred.