Office & Client Experience Associate
About our agency
Tracy Zhang is an Allstate agency owner based in San Marino. We serve families and business owners across the area with a service-first approach: clear coverage conversations, fast follow‑up, and consistent support over time.
If you’re the kind of person who takes pride in doing the details correctly — and you care about the customer experience — you’ll feel at home here.
About the role
This role supports the day-to-day rhythm of the office: welcoming clients, keeping documents organized, and helping the team stay focused.
You’ll be the first impression for walk‑ins and scheduled visits, and you’ll help us stay responsive while we handle calls, quotes, and service requests.
It’s a great fit for someone who’s reliable, professional, and enjoys helping people feel taken care of.
Responsibilities
- Welcome clients in-office and help with scheduling and document intake
- Keep the office running smoothly and support the team with administrative tasks
- Assist with community outreach and local events as needed
You may be a good fit if you:
- You’re reliable and enjoy supporting a small, fast-moving team
- You’re friendly in person and professional over the phone
- You want experience in a local business with real customer impact