Account Associate - State Farm Agent Team Member

Yan Tung - State Farm Insurance Agent; Austin (TX); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

401(k) matching

Performance bonus

Company events

Competitive salary

Dental insurance

Employee discounts

Free snacks

Health insurance

Paid time off

Training & development

Vision insurance

Job summary

Yan Yan Tung, State Farm Agent in Austin, TX, is seeking an Account Associate to drive growth through outbound outreach and strategic marketing. You will promote State Farm products, build relationships, and expand the agency’s customer base across the community and online channels.

You’ll work with the team to identify leads, manage a CRM database, and report on call activity and appointments. The role blends sales-minded energy with service orientation, offering hands-on learning and

Qualifications

• Prior outbound calling and sales experience.
• Ability to learn insurance products.
• Strong communication and persuasive skills.
• Proficiency with CRM software.
• Organized, able to manage multiple leads.

Responsibilities

• Make outbound calls to promote State Farm products.
• Identify and qualify leads by gathering customer information.
• Stay informed about insurance products and services.
• Follow up on leads to schedule appointments.
• Provide information and answer questions about options.
• Maintain database of prospects and interactions.
• Ensure communications adhere to guidelines and compliance.
• Prepare reports on call activity, lead generation, and scheduling.

Skills

Outbound calling

Sales experience

CRM software

Communication

Organization

Persuasion

Telephone manner

Tools

CRM software

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Dental insurance
• Employee discounts
• Free food & snacks
• Health insurance
• Paid time off
• Training & development
• Vision insurance

ROLE DESCRIPTION:

As an Account Associate for Yan Yan Tung, State Farm Agency, your creativity and strategy promote the continued growth of our agency. Your diversified marketing shapes our brand’s public image and cultivates existing customer relations. Your cross-functional campaigns will expand the value generated by producers, innovate our customers’ experience, and strategically position our agency… whether on social media or at community events!

While promoting our team, our insurance products/financial services, and the good we offer to our community, you also gain unique insights invaluable to your career growth. As an inventive and sales-minded professional, we are eager to incorporate your skillset into our agency.

RESPONSIBILITIES:

• Make outbound calls to prospective customers to promote State Farm insurance products and services.
• Identify and qualify leads for agents by gathering relevant customer information.
• Stay informed about the various insurance products and services offered by State Farm.
• Follow up on leads generated from marketing campaigns or referrals to schedule appointments for agents.
• Provide initial information to potential customers and answer basic questions about insurance options.
• Maintain and update a database of prospects and customer interactions.
• Ensure all communications adhere to State Farm guidelines and compliance standards.
• Prepare regular reports on call activity, lead generation, and appointment scheduling.

QUALIFICATIONS:

• Previous outbound calling and sales experience, preferably in the insurance industry.
• Communication and persuasion skills; proficiency in using CRM software.
• Basic understanding of insurance products or a willingness to learn.
• Ability to handle rejection and remain motivated.
• Organizational skills to manage and track multiple leads.
• Professional and courteous telephone manner.
• Focus on achieving targets and contributing to the agency’s growth.