Account Associate - State Farm Agent Team Member

Fabyobispo; Lomita (CA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

License reimbursement

401(k)

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Faby Obispo - State Farm Agent is seeking an Account Associate to support daily operations and deliver outstanding service to our customers. You will grow the office through meaningful customer relations and act as a liaison between client needs and agency departments.

Responsibilities include updating client information, assisting with policy changes, processing claims, and coordinating 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.

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 skills

Insurance knowledge/experience

Communication skills

Job description

Benefits:

• License reimbursement
• 401(k)
• Bonus based on performance
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

ABOUT OUR AGENCY:

I opened my agency in 2011 and currently lead a team of eight across two agencies. Before becoming a State Farm agent, I worked as an Agency Field Specialist, recruiter, and State Farm team member, giving me experience in nearly every side of the business. I'm a proud mom to an 18-year-old daughter, and outside of work I enjoy traveling, visiting family, and spending time with my Yorkie.

While we're always looking for ways to become more involved, giving back to our community is something I'm excited to continue growing as our agency expands.

Our agency offers health benefits, a 401(k), and licensing reimbursement. We believe in supporting our team members and providing opportunities to build successful, long-term careers.

Our culture is built around hard work, accountability, and helping people. I'm looking for someone with grit who is self-motivated, dependable, and genuinely passionate about serving customers. If you're ready to work hard, grow professionally, and make a difference, we'd love to meet you.

ROLE DESCRIPTION:

As an Account Associate for Faby Obispo - 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.