Account Associate - State Farm Agent Team Member

Rebekah Shapiro Gonzalez - State Farm Agent; Petaluma (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Hiring bonus

401(k)

Performance bonus

Competitive salary

Flexible schedule

Health insurance

Advancement opportunities

Paid time off

Training & development

Job summary

Rebekah Shapiro Gonzalez - State Farm Agent in Petaluma, CA is seeking an Account Associate to support daily operations and build strong customer relationships. You will assist with policy changes, process claims, and liaise with underwriters to issue new coverage.

This role emphasizes accuracy, clear communication, and a customer-first mindset as you help clients choose products and services, grow the office, and contribute to a positive, growth-oriented workplace.

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

Customer service

Communication

Organizational skills

Education

High school diploma or equivalent

Tools

CRM software

Job description

Benefits:

• Hiring bonus
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

About Our Agency

I opened my agency in 2010 after previously working for another State Farm agent. I'm married with three children, a proud dog owner, and family is at the center of everything I do. Building lasting relationships with customers and creating a positive workplace for my team are two of my biggest priorities.

Giving back to the community is an important part of our agency. I'm active in Rotary, involved with Scouting America, support the Girl Scouts, and enjoy participating in local initiatives that make a positive impact.

Our agency offers a 401(k), group health insurance, a gym membership, ongoing personal and professional development, and a strong commitment to work-life balance. We believe in supporting our team members both inside and outside the office.

Our culture is built on integrity, compassion, and teamwork. I'm looking for someone who is driven, caring, and passionate about helping others. If you have a strong work ethic, a positive attitude, and want to make a meaningful impact while growing your career, we'd love to meet you.

Role Description

As an Account Associate for Rebekah Shapiro Gonzalez - 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.