Account Associate - State Farm Agent Team Member

Hollie Allen - State Farm Agent
  • Chula Vista, CA
  • Full-time
30+ days ago

Job Description

Benefits:
  • Simple IRA
  • Licensing paid by agency
  • 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 2017 and currently lead a team of four. Before becoming a State Farm agent, I worked in sales and mortgage lending, where I built a strong foundation in customer relationships and financial services. I enjoy helping people, developing my team, and creating opportunities for others to grow.

Giving back is an important part of our agency. I participate in community service projects at least once a month and enjoy staying actively involved in supporting the local community.

Our agency offers health benefits, a Simple IRA, licensing costs paid up front, professional development, team outings, growth opportunities, and a strong commitment to work-life balance. We believe in investing in our team and helping each person build a successful career.

Our culture is family-oriented, supportive, and growth-focused. I'm looking for someone who is self-motivated, dependable, and eager to learn. If you're a positive team player who takes initiative and enjoys helping others, we'd love to meet you.

ROLE DESCRIPTION:
As an Account Associate for Hollie Allen - 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.
  • Bilingual Spanish preferred.

Numbers & Facts

LocationChula Vista, CA
Job TypeFull-time

Skills

  • Business Operationsunmatched
  • Claims Processingunmatched
  • Communication Skillsunmatched
  • Community Supportunmatched
  • Community and Social Servicesunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Detail Orientedunmatched
  • Financial Servicesunmatched
  • Health Insuranceunmatched
  • Health Planunmatched
  • Insuranceunmatched
  • Licensingunmatched
  • Marketingunmatched
  • Mortgage Lendingunmatched
  • Multilingualunmatched
  • Operationsunmatched
  • Organizational Skillsunmatched
  • Salesunmatched
  • Spanish Languageunmatched
  • Team Lead/Managerunmatched
  • Team Playerunmatched
  • Time Managementunmatched
  • Training/Teachingunmatched
  • Underwritingunmatched

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