Du Vo - State Farm AgentVerified Source

Account Associate, Insurance & Finance Services

70K–90K
Onsite · San Jose, California
Posted August 14, 2026
full-time

Overview

State Farm Agent Team Member role focused on delivering customer outcomes at scale. Own customer relationships, policy updates, and claims support while collaborating with underwriters and agency departments. Work alongside a supportive team in a local office and contribute to growth through proactive service and communications. This role offers hands-on experience in insurance and financial services with opportunities to sharpen client-facing skills.

What You'll Do5

  • 1Build and maintain customer accounts in the database to ensure accurate policy details
  • 2Assist customers with policy changes and inquiries to drive satisfaction
  • 3Process insurance claims and follow up on claim status to close cases efficiently
  • 4Coordinate with underwriters to ensure timely policy issuance and accurate coverage
  • 5Communicate policy options and updates to customers to foster trust and retention

Requirements3

  • 1Strong organizational skills and attention to detail
  • 2Excellent customer service and communication skills
  • 3Previous experience in insurance or a related field preferred

Salary Insight

$70 - $90k per year

Location

Typeonsite
LocationSan Jose, California

Required Skills

customer servicecommunication skillsorganizational skillsattention to detailinsurance knowledge
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