Account Associate - Insurance & Client Success

Joshin Bruguera - State Farm Agent; San Francisco (CA); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

License reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Job summary

Joshin Bruguera - State Farm Agent is seeking an Account Associate in San Francisco to support daily operations and enhance customer relationships. You will serve as a liaison between customers and agency teams, promoting relevant products and services to improve client outcomes.

The role emphasizes organization, strong communication, and a customer-focused approach, with opportunities for growth and advancement within a collaborative agency environment.

Qualifications

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

Organizational skills

Customer service

Communication

Insurance experience

Bilingual Spanish

Job description

Joshin Bruguera - State Farm Agent is seeking an Account Associate in San Francisco to support daily operations and enhance customer relationships. You will serve as a liaison between customers and agency teams, promoting relevant products and services to improve client outcomes.

The role emphasizes organization, strong communication, and a customer-focused approach, with opportunities for growth and advancement within a collaborative agency environment.