Account Representative - State Farm Agent Team Member

Daniel Lottinger - State Farm Agent; Houston (TX); Vor Ort; USD 42.000 - 65.000; Vollzeit

Benefits dieser Stelle

Bonus based on performance

Competitive salary

Paid time off

Training & development

Zusammenfassung

Daniel Lottinger - State Farm Agent in Houston, TX is hiring full-time Insurance Sales professionals. This in-office, training-forward role focuses on building a long-term career by earning trust, setting goals, and staying consistent.

You will work with customers to understand needs and guide them through coverage options. You will create and grow opportunities by following a structured workflow, manage client and policy information in our CRM, and coordinate with underwriters to move

Qualifikationen

• Strong customer service and communication skills.
• Detail-oriented with insurance workflows.
• Basic computer proficiency and CRM familiarity.
• Prior sales or call center experience is a plus.
• Bilingual Spanish/English is a plus.

Aufgaben

• Generate opportunities by following a structured workflow including contacting and following up with inbound leads.
• Make outbound calls and prospect new customers.
• Convert conversations into insurance opportunities.
• Maintain client and policy information in CRM/database.
• Assist with policy changes and explain coverage options.
• Coordinate with underwriters to move applications forward.
• Own the follow-up process and document activity.
• Deliver a professional, customer-first experience in person and online.

Kenntnisse

Customer service

Communication skills

Detail-oriented

CRM experience

Team player

Bilingual Spanish/English

Tools

CRM software

Jobbeschreibung

Benefits:

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

Insurance Sales Career Opportunity (P&C & Life)
Full-Time | In-Office

Why Join Us

A limited number of full-time Insurance Sales team members positions are available to support our continued growth in Property & Casualty (P&C) and Life insurance. This is an in-office, training-forward role designed for people who want to build a long-term career by earning trust, setting goals, and staying consistent.

If you enjoy talking with customers, handling questions, and driving opportunities forward through to completion, we’ll provide the structure, coaching, and support to help you succeed.

What You’ll Do

• Create and grow opportunities by following a structured activity workflow, including:
  • Contacting and following up with inbound leads
  • Making outbound calls and prospecting new customers
  • Converting qualified conversations into actionable insurance opportunities
• Manage client and policy information with accuracy by updating and maintaining records in our CRM/database.
• Support customers from first contact through policy needs, including:
  • Answering questions and handling general inquiries
  • Assisting with policy changes and updates
  • Helping clients understand coverage options and next steps in a clear, confident way
• Coordinate with underwriters to help applications and requests move forward efficiently, supporting timely issuance.
• Own the follow-up process by tracking call results, documenting activity, and completing next steps so leads don’t slip away.
• Deliver a professional, customer-first experience at every interaction—phone, email, and in person.

How We Measure Success

• Execution: you’re ready to work, follow the plan, and stay on task
• Coachability: you take feedback seriously and apply it quickly
• Consistency: completion of daily calls, follow-ups, and pipeline-building
• Accountability: you document clearly and ensure next steps are completed
• Team energy: you communicate well, collaborate, and help maintain a positive office culture

What You Bring (Qualifications)

• A team player mindset with a positive, competitive attitude
• Strong customer service and communication skills (friendly, clear, confident)
• Detail-oriented organization—insurance requires accuracy
• Basic computer proficiency and comfort working in a CRM/database
• Insurance agency experience is a plus
• Current P&C and/or Life license is a plus
• Prior sales and/or call center experience is a plus
• Bilingual Spanish/English is a plus

License Requirement

This is a licensed Insurance Sales position. You must have or be able to obtain:

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