Client Outreach Specialist Insurance

The Juris Agency; San Antonio (TX); On-site; USD 25,000 - 39,000; 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 is seeking a Client Outreach Specialist to drive outbound calls, engage prospects, and identify insurance opportunities for the sales team. You will gather information for quotes and move qualified leads through the pipeline.

Ideal candidates bring strong phone presence, excellent communication, and a detail-oriented, coachable attitude in a high-activity role with coaching and training opportunities. Growth potential is emphasized.

Qualifications

• Strong communication and interpersonal skills.
• Confidence speaking with new people over the phone.
• Goal-oriented and competitive mindset.
• Bilingual English/Spanish skills are a plus.

Responsibilities

• 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.

Skills

Strong communication skills

Interpersonal skills

Phone confidence

Goal oriented

Follow-up habits

Attention to detail

Self-motivated

CRM systems aptitude

Coachability

Bilingual English/Spanish

Tools

CRM systems

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

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’ll receive hands-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.

If you're ready to bring energy, consistency, and a strong work ethic to a growing team, we'd like to hear from you.