Bilingual Insurance Account Associate - Growth

Spencer Oliver - State Farm Agent; Anaheim (CA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k)

Competitive salary

Free food & snacks

Opportunity for advancement

Paid time off

Training & development

Job summary

Spencer Oliver State Farm is seeking an Account Associate in Anaheim, CA. You will support daily office operations, maintain customer records, and assist with policy changes and inquiries while coordinating with agency departments to ensure excellent service.

You will proactively market relevant insurance and financial products to help clients manage risks and achieve their goals, leveraging bilingual Spanish/English communication and strong organizational skills.

Qualifications

• Bilingual in Spanish and English.
• 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

Bilingual

Organizational skills

Customer service

Job description

Spencer Oliver State Farm is seeking an Account Associate in Anaheim, CA. You will support daily office operations, maintain customer records, and assist with policy changes and inquiries while coordinating with agency departments to ensure excellent service.

You will proactively market relevant insurance and financial products to help clients manage risks and achieve their goals, leveraging bilingual Spanish/English communication and strong organizational skills.