Account Associate - State Farm Agent Team Member

Daniel Lottinger - State Farm Agent; Houston (TX); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Daniel Lottinger - State Farm Agent is hiring full-time Insurance Sales team members for P&C and Life, in-office in Houston. This career-building role focuses on helping customers, solving problems, and advancing opportunities through structured training and coaching.

You will drive new business, maintain client records in our CRM, support clients through the full policy lifecycle, and collaborate with underwriters to move applications.

Qualifications

• Must have strong customer service and communication skills.
• Excellent organization and attention to detail.
• Basic computer skills and CRM/database familiarity.
• Licensed or able to obtain P&C and Life licenses.
• Sales and/or call center experience a plus.
• Bilingual Spanish/English is a plus.

Responsibilities

• Drive new business by following a disciplined activity plan.
• Maintain accurate customer records in CRM.
• Support clients through the full insurance process and policy changes.
• Collaborate with underwriters to move applications.
• Track performance and ensure next steps are completed.

Skills

Customer service

Communication

Team player

Organizational skills

Coachable

Punctuality

Sales experience

Call center experience

Bilingual Spanish/English

Education

P&C / Life licensing

Tools

CRM / database

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

Insurance Sales Associate (P&C & Life)
Limited Full-Time | In-Office | Account Associate - State Farm Agent Team Member

About the Role

Daniel Lottinger - State Farm Agent is looking to fill a limited number of positions for full-time Insurance Sales team members to join our Property & Casualty (P&C) and Life team. This is a career-building role for people who enjoy working with customers, solving problems, and consistently moving opportunities forward.

You'll start with structured training and continue to improve through hands-on coaching. If you're someone who likes to connect with others, work toward clear goals, and build long-term relationships, we'd love to hear from you.

Key Responsibilities

• Drive new business by following a disciplined activity plan, including:
  • Responding to and following up on inbound leads
  • Making outbound calls and reaching out to prospects
  • Prospecting and converting qualified leads into insurance opportunities
• Maintain accurate customer records by updating policy and client information in our CRM/database.
• Support clients through the full experience, including:
  • Answering policy questions and general inquiries
  • Assisting with policy changes, updates, and related requests
  • Explaining coverage options clearly and guiding customers on next steps
• Collaborate with underwriters to keep applications moving and help support timely policy issuance.
• Stay accountable to follow-through, including:
  • Tracking performance and call outcomes
  • Documenting activity and statuses
  • Ensuring next steps are completed so leads don't stall
  • Represent the agency professionally with strong communication and a customer-first approach every day.

What We Expect From You

• Strong punctuality and readiness to execute-this is an action-oriented position where follow-through matters.
• Coachability-you'll receive feedback and you'll apply it quickly to improve results.
• Team-first attitude-communicate clearly, collaborate with others, and contribute to a positive office culture.
• Daily ownership and energy-bring your best and take pride in measurable outcomes.
• Consistency-keep up with daily calls, follow-ups, and pipeline-building activities.

Qualifications

• Positive attitude and a team player mindset with a drive to win
• Excellent customer service and communication skills (friendly, clear, confident)
• Strong organization and attention to detail (accuracy is essential in insurance)
• Basic computer skills and comfort using a CRM/database
• Insurance experience is a plus, including time at an agency
• Obtain P&C / Life licensing (or currently licensed)
• Sales and/or call center experience is a plus
• Bilingual Spanish/English is a plus

Licensing Requirement

This is a licensed Insurance Sales role. You must have or be able to obtain both of the following:

• Property & Casualty (P&C) License
• Life License