Account Associate - State Farm Agent Team Member

Keiko Mcinally - State Farm Agent; Lakewood (CA); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Licensing paid by agency

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Keiko Mcinally - State Farm Agent is seeking an Account Associate to support daily operations and enhance customer relations. You will serve as a liaison between customers and agency departments, promoting relevant insurance products and services to improve client outcomes.

The position offers a flexible schedule, ongoing training, and opportunities for advancement within a growing agency environment. A positive, proactive attitude and bilingual Spanish are preferred.

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 skills

Bilingual Spanish

Job description

Benefits:

• Licensing paid by agency
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

About Our Agency:

I opened my agency in 2022 and currently lead a team of four. Before becoming a State Farm agent, I worked in fashion PR and later gained firsthand insurance experience working with my father, who is also a State Farm agent. I'm proud to be a third-generation State Farm agent and a graduate of Gonzaga University and Mater Dei High School.

Giving back is important to me, and I've been a RAD Camp volunteer since 2008. That same focus on relationships and helping others is an important part of our agency.

We offer CalSavers, flexible scheduling, training programs, weekly development meetings, bonus opportunities, and a strong commitment to work-life balance. We also love recognizing great performance through fun incentives, including our "Spin the Wheel" with gift cards and cash prizes.

Our culture is fun, competitive, and focused on growth. I'm looking for someone who is a positive, loyal self-starter with a thirst for knowledge and a desire to keep improving. If you enjoy friendly competition, want to be rewarded for your hard work, and are excited to grow with a supportive team, we'd love to meet you.

Role Description:

As an Account Associate for Keiko Mcinally - 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.