Account Associate - State Farm Agent Team Member

Hollie Allen - State Farm Agent; Chula Vista (CA); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Simple IRA

Licensing paid by agency

Health insurance

Bonus based on performance

Paid time off

Training & development

Opportunity for advancement

Flexible schedule

Competitive salary

Job summary

Hollie Allen - State Farm Agent in California is seeking an Account Associate to help grow the office through strong customer relations and acting as a liaison between customer needs and agency departments.

You will proactively market relevant products and services, manage accounts, assist with policy changes, process claims, and coordinate with underwriters to ensure timely policy issuance. The agency emphasizes development, work-life balance, and a supportive, family-oriented culture.

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

Bilingual Spanish

Job description

Benefits:

• Simple IRA
• Licensing paid by agency
• 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 2017 and currently lead a team of four. Before becoming a State Farm agent, I worked in sales and mortgage lending, where I built a strong foundation in customer relationships and financial services. I enjoy helping people, developing my team, and creating opportunities for others to grow.

Giving back is an important part of our agency. I participate in community service projects at least once a month and enjoy staying actively involved in supporting the local community.

Our agency offers health benefits, a Simple IRA, licensing costs paid up front, professional development, team outings, growth opportunities, and a strong commitment to work-life balance. We believe in investing in our team and helping each person build a successful career.

Our culture is family-oriented, supportive, and growth-focused. I'm looking for someone who is self-motivated, dependable, and eager to learn. If you're a positive team player who takes initiative and enjoys helping others, we'd love to meet you.

Role Description:

As an Account Associate for Hollie Allen - 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 preferred.