Account Associate - State Farm Agent Team Member

Ngoc Phung - State Farm Agent
  • Santa Ana, CA
  • Full-time
14 days ago

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 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.
  • Bilingual Vietnamese highly preferred.

Numbers & Facts

LocationSanta Ana, CA
Job TypeFull-time

Skills

  • Business Operationsunmatched
  • Claims Processingunmatched
  • Communication Skillsunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Detail Orientedunmatched
  • Financial Servicesunmatched
  • Health Insuranceunmatched
  • Insuranceunmatched
  • Marketingunmatched
  • Operationsunmatched
  • Organizational Skillsunmatched
  • Team Lead/Managerunmatched
  • Team Playerunmatched
  • Time Managementunmatched
  • Training/Teachingunmatched
  • Underwritingunmatched
  • Vietnamese Languageunmatched

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