Account Associate - State Farm Agent Team Member

Mill Valley, CA, United StatesFull-timePosted Oct 12, 2026

Job description

{{ account.description }} ROLE DESCRIPTION: As Account Associate for {{ account.name }}, 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.
  • Property & Casualty (Must obtain)
  • Life & Health (Must obtain)

Description copied from David Wong - State Farm Agent's careers page. Read the full posting before you apply.

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