Account Associate - State Farm Agent Team Member

Spencer Oliver - State Farm Agent; Anaheim (CA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k)

Competitive salary

Free food & snacks

Opportunity for advancement

Paid time off

Training & development

Job summary

Spencer Oliver State Farm is seeking an Account Associate in Anaheim, CA. You will support daily office operations, maintain customer records, and assist with policy changes and inquiries while coordinating with agency departments to ensure excellent service.

You will proactively market relevant insurance and financial products to help clients manage risks and achieve their goals, leveraging bilingual Spanish/English communication and strong organizational skills.

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.

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

Bilingual

Organizational skills

Customer service

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.