Account Associate - Growth in Insurance & Client Care

Rebekah Shapiro Gonzalez - State Farm Agent; Petaluma (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Hiring bonus

401(k)

Performance bonus

Competitive salary

Flexible schedule

Health insurance

Advancement opportunities

Paid time off

Training & development

Job summary

Rebekah Shapiro Gonzalez - State Farm Agent in Petaluma, CA is seeking an Account Associate to support daily operations and build strong customer relationships. You will assist with policy changes, process claims, and liaise with underwriters to issue new coverage.

This role emphasizes accuracy, clear communication, and a customer-first mindset as you help clients choose products and services, grow the office, and contribute to a positive, growth-oriented workplace.

Qualifications

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

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.

Skills

Customer service

Communication

Organizational skills

Education

High school diploma or equivalent

Tools

CRM software

Job description

Rebekah Shapiro Gonzalez - State Farm Agent in Petaluma, CA is seeking an Account Associate to support daily operations and build strong customer relationships. You will assist with policy changes, process claims, and liaise with underwriters to issue new coverage.

This role emphasizes accuracy, clear communication, and a customer-first mindset as you help clients choose products and services, grow the office, and contribute to a positive, growth-oriented workplace.