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Account Representative - State Farm Agent Team Member Solvang - CA

Account Representative - State Farm Agent Team Member

Full Time • Solvang - CA
Benefits:
  • 401(k)
  • Bonus based on performance
  • Paid time off
ROLE DESCRIPTION:
About the Role

As an Account Representative for Julia Tipolt State Farm, you are essential to our daily operations and our customers’ success. You help grow our agency by building meaningful customer relationships, acting as a liaison between customer needs and internal agency departments, and proactively promoting relevant insurance products and services.

You’ll provide guidance, support policyholders, and ensure customers receive timely, accurate help—from policy inquiries and renewals to ongoing service needs.

Key Responsibilities

  • Provide Insurance Product & Service Information

    • Explain insurance options and coverage features in a clear, customer-friendly manner.
    • Stay current on agency offerings and product updates to support proper recommendations.
  • Assist Customers with Policies

    • Help customers with policy applications, renewals, and policy changes.
    • Support service requests by coordinating with the appropriate team members and departments.
  • Handle Customer Inquiries & Follow Through

    • Respond to inbound questions by phone, email, and in person when applicable.
    • Provide timely updates to customers and complete follow-up tasks efficiently.
  • Proactively Market Relevant Products

    • Identify opportunities to offer appropriate products and services based on customer needs.
    • Promote agency products professionally while ensuring customer understanding and transparency.
  • Maintain Accurate Records

    • Document customer interactions, policy activity, and next steps according to agency procedures.
    • Maintain organized files to support smooth service and compliance standards.
  • Support a Positive Customer Experience

    • Ensure every customer interaction is handled with professionalism, urgency, and care.
    • Work collaboratively with team members to resolve issues and improve service outcomes.
Qualifications

  • Strong communication and interpersonal skills.
  • Detail-oriented with the ability to multitask and stay organized.
  • Customer service and/or sales experience preferred.
  • Ability to learn agency systems and insurance processes.
  • Comfort working in a fast-paced, goal-oriented environment.
Preferred Qualifications (Optional)

  • Experience in insurance, financial services, or a customer-facing sales role.
  • Familiarity with insurance terminology and customer service workflows.
Hourly + Commission Expectations

  • This position includes an hourly base wage plus commission/bonus opportunities based on performance metrics (e.g., proactive customer outreach, policy/service conversions, and goal achievement—per agency plan).
Licensing & Training

  • Insurance licensing requirements may apply. Training and support will be provided as needed based on licensing status.
Compensation: $50,000.00 - $90,000.00 per year




 

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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