Account Associate - State Farm Agent Team Member

Jonrader

Lodi (CA)

On-site

USD 40,000 - 60,000

Full time

14 days+

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Benefits offered by this job

License reimbursement
401(k)
Bonus based on performance
Flexible schedule
Paid time off
Training & development

Job summary

Jonrader is seeking an Account Associate - State Farm Agent Team Member in Lodi, California. This role is essential for managing customer accounts, assisting with policy inquiries, and processing insurance claims.

Ideal candidates should have strong organizational and customer service skills, with a preference for those experienced in insurance. Join our dedicated team to grow in a supportive community-focused environment.

Qualifications

  • Strong organizational skills and attention to detail are essential.
  • Excellent customer service and communication skills are required.
  • Previous experience in insurance or a related field preferred.
  • Bilingual Spanish is a plus.

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

Strong organizational skills
Excellent customer service
Communication skills
Bilingual Spanish

Job description

Benefits
  • License reimbursement
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development
About Our Agency

Our agency has been proudly serving the community since 2015, and today our team consists of four dedicated members who bring energy, care, and commitment to everything we do. We offer PTO, commissions, bonuses, and a 401k, creating a workplace that rewards both hard work and shared success.

What makes our agency truly special is the sense of family we’ve built. We celebrate every holiday and birthday together, and we take pride in creating a warm, supportive environment where everyone feels valued. Our community involvement runs deep — I currently serve as President of the Vineyard Christian Middle School Board and the YMO (Your Kidney, My Kidney, Our Kidney) Board, and I’m also a Board Member for the Lodi Chamber of Commerce and the Northern CA Team Member Hall of Fame.

We’re looking for eager, outgoing, and motivated individuals who want to grow in a place where teamwork and community truly matter.

Role Description

As Account Associate - State Farm Agent Team Member for Jon Rader - 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.
  • Bilingual Spanish preferred.
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