Insurance Client Advocate — Growth, Training & Benefits

Kevin Lei - State Farm Agent; Mountain View (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Simple IRA

Hiring bonus

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Kevin Lei - State Farm Agent in Mountain View, CA is growing its small team and seeking a practical, coachable assistant who can handle customer inquiries, support account development, and assist with daily office operations.

The role offers a benefits package including health insurance, a Simple IRA, paid time off, and opportunities for advancement in a friendly, supportive environment.

Qualifications

• Excellent written and verbal communication required.
• Strong organizational skills and attention to detail.
• Able to perform in a fast-paced environment.
• Experience in customer service or insurance helpful.
• Willing to obtain state insurance licenses.
• Bilingual Mandarin Chinese or Spanish preferred.

Responsibilities

• Communicate with customers to understand their needs and provide available product information.
• Develop relationships with new and existing customers across multiple product lines.
• Support daily office operations, including documentation, scheduling, and follow-up.
• Participate in marketing efforts to promote awareness within the community.
• Maintain accurate records and ensure a consistent customer experience.
• Collaborate with team members to achieve office objectives.

Skills

Communication

Organization

Adaptability

Customer service

Languages

Education

Insurance licenses (state requirements)

Job description

Kevin Lei - State Farm Agent in Mountain View, CA is growing its small team and seeking a practical, coachable assistant who can handle customer inquiries, support account development, and assist with daily office operations.

The role offers a benefits package including health insurance, a Simple IRA, paid time off, and opportunities for advancement in a friendly, supportive environment.