Account Associate - State Farm Agent Team Member

Minagill; La Palma (CA); On-site; USD 42,000 - 56,000; Full time

Job summary

Mina Gill - State Farm Agent in La Palma, CA is seeking an Account Associate to support daily operations and customer success. You will grow the office through meaningful customer relations and act as a liaison between customer needs and agency departments, proactively marketing relevant products and services.

The role focuses on handling customer accounts, policy changes, and claims processes to ensure timely and accurate service. A strong emphasis on organization and communication is essential.

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

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 La Palma, 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 Mina Gill - 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.