Account Associate - State Farm Agent Team Member

Derek Tsu - State Farm Agent; San Marino (CA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Derek Tsu - State Farm Agent is looking for an Account Associate to enhance customer relations and business operations. This role involves managing accounts, assisting with policy inquiries, and processing claims while ensuring customer satisfaction.

The ideal candidate will possess strong organizational skills and a background in sales or insurance. Benefit from a competitive salary, flexible schedule, and opportunities for personal development.

Qualifications

• Attention to detail is crucial for managing customer accounts.
• Experience in insurance or a related field is preferred.
• Background in sales or competitive environments enhances performance.

Responsibilities

• Manage customer accounts and update information.
• Assist customers with policy changes and inquiries.
• Process insurance claims and follow up on status.
• Coordinate with underwriters for timely policy issuance.

Skills

Strong organizational skills

Excellent customer service

Communication skills

Sales experience

Job description

Benefits

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

Role Description

As Account Associate - State Farm Agent Team Member for Derek Tsu - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales‑minded professional, we are eager to have you on our team.

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.
• Sales experience or outbound call experience preferred.
• Competitive backgrounds (sports/etc) perform well in this role.