Account Associate - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• License reimbursement
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:
I opened my agency in 2023 and currently lead a team of four. I was introduced to this opportunity through a friend's referral, and it's been an incredibly rewarding career. My wife and I both attended Columbia University, I was raised in California, and I now enjoy spending as much time outdoors as possible with my family.

Our agency is committed to becoming an active part of the local community. We're continuing to expand our involvement by participating in local gym events, supporting USTA activities, and building relationships throughout the area.

Our agency offers paid time off, paid holidays, a 401(k), licensing reimbursement, and a strong commitment to work-life balance. We believe in supporting our team while creating opportunities for long-term success.

Our culture is built around treating one another like family. We believe success is achieved together, and every team member plays an important role in our agency's growth. I'm looking for someone who works hard, enjoys being part of a collaborative team, and is excited to contribute to a positive, supportive workplace.

ROLE DESCRIPTION:
As an  Account Associate for Dustin Tsu - State Farm Agent, 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:

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