Client Outreach Specialist - Farmers Insurance

Farmers Insurance Group; San Antonio (TX); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Job summary

Alex Wilson Farmers Insurance Agency in San Antonio is seeking a Client Outreach Specialist who thrives in a high-activity environment. You will be the first contact for prospective customers, making outbound calls to spark conversations and identify insurance opportunities, guiding prospects toward the next step.

No license is required to start; bring energy, tenacity, and strong communication. Build a robust pipeline, maintain CRM notes, and collaborate with the sales team to convert interest

Qualifications

• Excellent communication and interpersonal skills.
• Insurance license not required.
• Confident speaking with new people.
• Goal-oriented and competitive mindset.
• Strong follow-up habits and attention to detail.
• Self-motivated and productive.
• Basic computer skills and CRM proficiency.
• Coachable and eager to improve.

Responsibilities

• Make a high volume of outbound calls to prospective customers.
• Identify insurance needs and initiate conversations.
• Gather and verify information for quotes.
• Create qualified quote opportunities for the sales team.
• Follow up with interested prospects.
• Keep CRM notes organized and accurate.
• Meet daily and weekly activity goals.
• Coordinate with sales for smooth handoffs.
• Participate in coaching and team development.

Skills

Outbound calls

Cold outreach

CRM familiarity

Strong communication

Bilingual English/Spanish

Tools

CRM

Job description

Job Description

Turn Conversations Into Opportunities

Are you confident on the phone, comfortable starting conversations, and motivated by reaching goals? The Alex Wilson Farmers Insurance Agency is looking for a Client Outreach Specialist to help expand our reach and create new opportunities for our sales team.

This role is ideal for someone who enjoys staying busy and doesn't get discouraged by hearing "no." Your focus will be connecting with prospective customers, identifying insurance opportunities, and helping move interested prospects to the next step.

You don't need to be an insurance expert to get started. We're looking for someone who brings the right attitude, communication skills, and willingness to learn.

Benefits

• Paid Time Off (PTO)
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities

Responsibilities

Your Role on the Team

You'll be one of the first points of contact for prospective customers. Through consistent outbound activity and follow-up, you'll help build our pipeline and connect potential clients with our sales team.

A typical day may include:

• Making a high volume of outbound calls to prospective customers
• Starting conversations and identifying potential insurance needs
• Gathering and verifying information needed for insurance quotes
• Creating qualified quote opportunities for the sales team
• Following up with prospects who have previously expressed interest
• Maintaining organized and accurate notes in our CRM
• Working toward established daily and weekly activity goals
• Coordinating with the sales team for smooth prospect handoffs
• Participating in coaching, training, and team development

Requirements

Who Will Succeed Here?

You may be a great fit if you're naturally outgoing, persistent, organized, and comfortable working toward measurable goals. We're looking for someone who can maintain a positive attitude and consistent effort throughout a high-activity workday.

We're especially interested in candidates who have:

• Strong communication and interpersonal skills
• Insurance License NOT REQUIRED
• Confidence speaking with new people over the phone
• A goal-oriented and competitive mindset
• Strong follow-up habits and attention to detail
• The ability to stay self-motivated and productive
• Basic computer skills and the ability to learn CRM systems
• A coachable attitude and willingness to improve

Previous experience in sales, customer service, telemarketing, or a call-center environment is a plus, but not required. Bilingual English/Spanish skills are also a plus.

Grow With the Wilson Agency!

At the Alex Wilson Farmers Insurance Agency, we're focused on building strong customer relationships and creating continued growth through teamwork, consistency, and excellent communication.

You will receive hand-on training and coaching while developing valuable experience in prospecting, lead generation, customer communication, and sales. For someone who performs well and wants to continue growing, this role can provide opportunities to take on greater responsibilities within the insurance industry.