Account Associate - State Farm Agent Team Member

Lily Hoa - State Farm Agent; Arcadia (CA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Simple IRA

License reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Lily Hoa - State Farm Agent in Arcadia, CA is hiring an Account Associate to support daily office operations and strengthen customer relationships. You will help grow the office by proactively addressing client needs and coordinating with agency departments to market relevant insurance products and services.

The role emphasizes strong organization, excellent communication, and the ability to learn and grow within a supportive team.

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 or Mandarin 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

Bilingual Spanish/Mandarin

Job description

Benefits:

• Simple IRA
• License reimbursement
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule

ABOUT OUR AGENCY:

I opened my agency in 2014 and currently lead a close-knit team of three. Before becoming a State Farm agent, I worked in the nonprofit sector supporting veterans, an experience that strengthened my passion for serving others and making a difference. I was born in Hawaii and am proud to be the first person in my family to earn a college degree.

Giving back continues to be an important part of who we are. Our agency supports the Boys & Girls Club and local food pantry, and we frequently volunteer at a nearby elementary school. We enjoy staying connected and finding meaningful ways to support the community we serve.

Our agency offers health benefits, a Simple IRA retirement plan, paid time off, performance-based bonuses, and reimbursement for licensing costs. We want our team members to have the resources and support they need to build their skills and grow professionally.

Our culture is supportive, encouraging, and centered around learning. I’m looking for someone who is coachable, willing to learn, and open to feedback and development. You don’t need to know everything on day one - we value someone who brings the right attitude, is eager to improve, and wants to grow alongside a supportive team.

ROLE DESCRIPTION:

As an Account Associate for Lily Hoa - 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.
• Bilingual Spanish or Mandarin preferred.