Acquisition Specialist - State Farm Agent Team Member

Daniel Lottinger - State Farm Agent; Houston (TX); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Advancement opportunities

Paid time off

Training & development

Job summary

Daniel Lottinger - State Farm Agent in Houston, TX seeks energetic Insurance Sales professionals for full-time in-office careers. Training, coaching, and a competitive environment help you build client relationships and turn opportunities into policies.

You’ll learn to guide customers through options, manage policy details, and collaborate with underwriters for timely issuances. Prior insurance experience and licensure are a plus, with bilingual Spanish/English a bonus.

Qualifications

• Team player with a competitive spirit and positive attitude.
• Excellent customer service and clear communication.
• Strong organizational skills and attention to detail.
• Basic computer skills and familiarity with CRM/database.
• P&C and Life license experience or ability to obtain is a plus.
• Sales and/or call center experience is a plus.
• Bilingual Spanish/English is a plus.

Responsibilities

• Generate new business by following a structured activity plan: inbound lead follow-up, outbound calls, and converting prospects.
• Manage customer accounts and keep CRM data accurate and up to date.
• Assist customers with policy questions, changes, and guidance on options with professionalism.
• Coordinate with underwriters to move applications forward and ensure timely policy issuance.
• Track performance and maintain follow-through to avoid missed opportunities.
• Represent the agency with strong communication, professionalism, and customer-first service.

Skills

Team player

Customer service

Communication

Organizational skills

CRM/database

Insurance agency experience

Sales

Call center

Bilingual Spanish/English

Job description

Benefits:

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

Daniel Lottinger - State Farm Agent has limited, full-time, in-office Insurance Sales positions available. We’re looking for motivated, coachable individuals who want to build a successful career as a Property & Casualty (P&C) and Life insurance agent.

We provide full training, hands-on coaching, and a fun, upbeat, competitive environment for the right candidate. You’ll learn how to build relationships, serve customers, and consistently convert opportunities into policies—while working with a supportive team.

RESPONSIBILITIES

• Generate new business by following a structured activity plan that includes:
  • Inbound lead follow-up
  • Outbound calling and outreach activities
  • Converting prospects into qualified opportunities
  • Manage customer accounts by keeping information accurate and up to date in the database/CRM.
  • Assist customers with:
    • Policy questions and general inquiries
    • Policy changes and updates
    • Guidance through options and next steps (with professionalism and clarity)
• Coordinate with underwriters to help ensure applications and requests move forward efficiently and policies are issued in a timely manner.
• Track performance and maintain follow-through by documenting calls, statuses, and next steps to ensure no opportunity is missed.
• Represent the agency with strong communication, professionalism, and customer-first service at every touchpoint.

EXPECTATIONS

• Be on time and ready to crush it every day. This is an execution-focused role.
• Be coachable: you’ll receive feedback—your job is to apply it quickly and improve consistently.
• Be an asset to the team by communicating clearly, collaborating, and contributing to a positive office culture.
• Bring energy and ownership: be the best version of yourself and take pride in your results.
• Maintain consistent daily activity (calls, follow-ups, and next steps) to drive pipeline and meet goals.

QUALIFICATIONS

• Team player with a competitive spirit and a positive attitude.
• Excellent customer service and communication skills (friendly, clear, and confident).
• Strong organizational skills and attention to detail—insurance requires accuracy.
• Basic computer skills and comfort working in a CRM/database.
• Previous experience at an insurance agency is a plus, or being currently P&C and/or Life licensed 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 both:

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