Account Associate - State Farm Agent Team Member

Joshin Bruguera - State Farm Agent; San Francisco (CA); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

License reimbursement

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Job summary

Joshin Bruguera - State Farm Agent is seeking an Account Associate in San Francisco to support daily operations and enhance customer relationships. You will serve as a liaison between customers and agency teams, promoting relevant products and services to improve client outcomes.

The role emphasizes organization, strong communication, and a customer-focused approach, with opportunities for growth and advancement within a collaborative agency environment.

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.

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

Insurance experience

Bilingual Spanish

Job description

Benefits:

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

ABOUT OUR AGENCY:

I opened my agency in 2009 and currently lead a team of four. Before becoming a State Farm agent, I worked in luxury automotive sales, where I developed a passion for building relationships and delivering exceptional customer service. I grew up in South Florida but have called the San Francisco Bay Area home since the 1980s.

Our agency enjoys staying involved in the community by participating in neighborhood events throughout the year. We take pride in building strong relationships and maintaining the small-town feel that makes our community so special.

We offer health benefits, a 401(k), vacation and sick time, and a supportive environment where team members can grow professionally. For those with long-term career goals, this is a great place to develop the skills needed for future agency ownership.

Our culture is collaborative, customer-focused, and built around a genuine passion for helping others. I'm looking for someone who is dedicated, driven to grow, and excited about making a difference in people's lives. If your goal is to one day own your own agency, we'd love to help you get there.

ROLE DESCRIPTION:

As an Account Associate for Joshin Bruguera - 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.
• Bilingual Spanish preferred.