Account Associate - State Farm Agent Team Member

Brandon Yim - State Farm Agent; Burlingame (CA); On-site; USD 42,000 - 63,000; Full time

Benefits offered by this job

Simple IRA

Hiring bonus

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Brandon Yim - State Farm Agent in Burlingame, CA is seeking an Account Associate to support daily operations and deliver exceptional service to customers.

You will grow our agency by handling policy changes, assisting customers, processing claims, and coordinating with underwriters, while contributing to a team that values reliability and initiative.

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

Insurance experience

Job description

Benefits

• Simple IRA


• Hiring bonus


• Bonus based on performance


• Competitive salary


• Flexible schedule


• Health insurance


• Opportunity for advancement


• Paid time off


• Training & development

ABOUT OUR AGENCY

Our agency opened in 2020 and is a close-knit team of four focused on steady growth and strong customer relationships. I'm a second-generation State Farm agent with a background in finance, bringing both industry knowledge and a business mindset into the agency.

I have one daughter with another on the way, and family is a big part of what drives how I lead and support my team.

For our team, we offer PTO, paid holidays, a Simple IRA, health benefits, a hiring bonus, and a strong focus on work-life balance.

Our office culture is laid-back and supportive, with a focus on giving team members ownership without micromanaging. We're looking for someone who is a self-starter, reliable, and eager to learn - someone who shows up on time, takes initiative, and is committed to improving every day while contributing to a positive team environment.

ROLE DESCRIPTION

As Account Associate - State Farm Agent Team Member for Brandon Yim - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.

Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

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.