Account Associate - State Farm Agent Team Member

Du Vo - State Farm Agent; Mountain View (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) matching

Bonus based on performance

Job summary

Du Vo - State Farm Agent in Mountain View, CA is seeking an Account Associate to support daily operations and customer success. You will grow the office through meaningful client relationships and act as a bridge between customer needs and agency departments.

Responsibilities include updating customer accounts, processing policy changes and inquiries, coordinating claims, and working 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

Communication skills

Job description

Benefits

• Health insurance
• Paid time off
• 401(k) matching
• Bonus based on performance

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 Mountain View, 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 Du Vo - 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.