Account Associate - State Farm Agent Team Member

Ngocphunginsurance; Santa Ana (CA); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Simple IRA

Hiring bonus

Health insurance

Opportunity for advancement

Paid time off

Bonus based on performance

Job summary

Ngoc Phung - State Farm Agent in Santa Ana, CA is seeking an Account Associate to support daily operations and customer relations. You will help grow the office by assisting clients, processing policy changes, and coordinating with underwriters to issue new coverage.

This full-time role offers a comprehensive benefits package including health insurance, a Simple IRA, paid holidays and vacation, a hiring bonus, and opportunities for advancement as you build a long-term career with a

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.

Job description

Account Associate - State Farm Agent Team Member

Full Time in Santa Ana - CA

Replies within 24 hours

• Simple IRA
• Hiring bonus
• Health insurance
• Opportunity for advancement
• Paid time off
• Bonus based on performance

ABOUT OUR AGENCY

I opened my agency in 2016 and currently lead a team of four. My State Farm journey began in college when I worked part-time as a team member before building my career as a personal banker and eventually returning to open my own agency. Outside of work, I'm a parent of two young children and enjoy animals, plants, being outdoors, and relaxing with my family.

Our agency offers health benefits, a Simple IRA, paid holidays, vacation time, and a strong commitment to work-life balance. We want our team members to have the opportunity to grow professionally, maximize their earning potential, and enjoy a rewarding long-term career.

Our culture is straightforward, respectful, and drama-free. We get along well, work together to provide great service, and stay focused on achieving our goals. I'm looking for someone who is sincere, patient, considerate, and team-oriented, with the motivation to help our agency grow while reaching their own professional and financial goals.

ROLE DESCRIPTION

As an Account Associate for Ngoc Phung - 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.

Compensation $70,000.00 - $95,000.00 per year

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