Insurance Client Acquisition Specialist

Nicholas Romo - State Farm Agent; Town of Ithaca (NY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Job summary

Nick Romo State Farm Agency is seeking an Acquisition Specialist to drive new business while delivering high-level service throughout the sales process. This hybrid role emphasizes education, relationship-building, and results, with licensing support provided.

The successful candidate will engage with clients, identify coverage needs, and guide conversations toward suitable insurance solutions, contributing to community impact while growing their career within a trusted brand.

Qualifications

• Strong communication and relationship-building abilities.
• Customer-focused with service-oriented mindset.
• Ability to manage multiple tasks and stay organized.
• Proactive listener who guides conversations to solutions.
• Prior experience in insurance, sales or customer service preferred.

Responsibilities

• Engage with prospective and existing customers through calls, emails, and follow-up conversations.
• Respond to inquiries and provide prompt, professional service throughout the sales process.
• Conduct coverage conversations to identify customer needs and recommend appropriate insurance solutions.
• Manage new business opportunities from initial contact through policy issuance.
• Support policy changes, renewals, and account questions as relationships develop.
• Maintain accurate documentation and follow-up activity in agency systems.
• Collaborate with team members to support acquisition and growth goals.
• Operate in compliance with all office procedures and regulatory guidelines.

Skills

Communication skills

Relationship building

Organized

Detail oriented

Sales experience

Job description

Nick Romo State Farm Agency is seeking an Acquisition Specialist to drive new business while delivering high-level service throughout the sales process. This hybrid role emphasizes education, relationship-building, and results, with licensing support provided.

The successful candidate will engage with clients, identify coverage needs, and guide conversations toward suitable insurance solutions, contributing to community impact while growing their career within a trusted brand.