Account Associate - State Farm Agent Team Member

Ngoc Phung - State Farm Agent; Santa Ana (CA); On-site; USD 43,000 - 60,000; Full time

Benefits offered by this job

Simple IRA

Hiring bonus

Health insurance

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Flexible schedule

Job summary

Ngoc Phung - State Farm Agent in Santa Ana, CA seeks an Account Associate to support daily office operations and foster strong customer relationships. You will act as a bridge between customers and agency departments, helping clients with policy changes and inquiries while promoting relevant insurance products.

The role emphasizes attentive service, accurate data management, and timely processing of claims, with opportunity for advancement and a competitive salary.

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

Strong organizational skills

Attention to detail

Excellent customer service

Communication skills

Insurance experience

Job description

Benefits:

• Simple IRA
• Hiring bonus
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Bonus based on performance
• Competitive salary
• Flexible schedule

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 anAccount 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.