Account Associate - State Farm Agent Team Member

Calldavidwong; Mill Valley (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Training & development

Bonus based on performance

Competitive salary

Job summary

David Wong - State Farm Agent in Mill Valley, CA is seeking an Account Associate to support daily operations and serve customers. You will grow the office through meaningful client interactions and act as the liaison between customer needs and agency departments.

Responsibilities include managing customer accounts, handling policy changes, processing claims, and coordinating with underwriters to issue policies promptly. Strong organizational and communication skills are essential.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Previous experience in insurance or a related field preferred.
• Property & Casualty license required.
• Life & Health license required.

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

Customer service

Communication

Organizational skills

Education

Property & Casualty license

Life & Health license

Job description

Benefits:

• Training & development
• Bonus based on performance
• Competitive salary

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 Mill Valley, 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 David Wong - 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.
• Property & Casualty (Must obtain)
• Life & Health (Must obtain)