Account Associate - State Farm Agent Team Member

Dustin Tsu - State Farm Agent; Arcadia (CA); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

License reimbursement

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Dustin Tsu - State Farm Agent in Arcadia, CA is seeking an Account Associate to support daily operations and help customers achieve their insurance and financial goals. You will manage customer accounts, process inquiries, and coordinate with underwriters to issue policies while delivering excellent service.

Join a collaborative team committed to work-life balance, ongoing training, and career advancement, with benefits including licensing reimbursement, a 401(k), paid time off, and

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

Organizational skills

Customer service

Communication skills

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.