Insurance Growth & Outreach Specialist

Steve Little - State Farm Agent; California; On-site; USD 48,000 - 68,000; Full time

Benefits offered by this job

Free uniforms

Health insurance

Opportunity for advancement

Training & development

Competitive salary

Dental insurance

Employee discounts

Job summary

Steve Little - State Farm Agent in Valencia, CA is seeking a motivated Business Development Representative to support growth through outreach, relationship building, and helping customers explore insurance options. The role focuses on service and sales support, underwriting coordination, reporting, and community marketing.

You will help grow the office's presence locally and participate in community events.

Qualifications

• Strong interpersonal and communication skills.
• Organizational and time-management abilities.
• Must be able to obtain property & casualty and life & health licenses.

Responsibilities

• Handle service work for the sales team and assist customers with policy changes, billing, payments, cancellations, and documents.
• Follow up on underwriting requirements and help get policies issued.
• Maintain office production trackers and prepare daily/weekly/monthly reports; manage general office tasks.

Skills

Interpersonal skills

Communication skills

Time management

Education

Insurance license required

Tools

Excel

Job description

Benefits:

• Free uniforms
• Health insurance
• Opportunity for advancement
• Training & development
• Competitive salary
• Dental insurance
• Employee discounts

You May Be a Great Fit as an Business Development Representative at Steve Little - State Farm Agent if:

• You meet challenges with kindness, helping customers feel seen, heard, and supported.
• You genuinely care about your community and are dedicated to providing excellent service that makes a positive impact on the people around you.
• You enjoy educating others, helping customers understand coverage, options, and next steps.
• You listen first, then guide, making customers feel understood while confidently providing options.
• You’re motivated by goals and growth, and you know how to turn needs-based conversations into confident customer decisions that truly help customers.

Location Address: 25350 Magic Mountain Parkway, Suite 270 Valencia, CA 91355

At Steve Little - State Farm Agent, we’re here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we’re helping someone navigate a claim or personalize a plan, we believe in doing meaningful work that makes a difference. If you're looking to grow your career, help others, and be part of a team that strives to do good every day, you’ll fit right in with us.

We are seeking a motivated and detail-oriented individual to join the team as a Business Development Representative to support ongoing growth efforts. This position focuses on outreach, relationship building, and helping customers explore insurance options.

Key Responsibilities:

Service & Sales Support

• Handle service work assigned by the sales team.
• Assist customers with policy changes, billing, payments, cancellations, and documents.
• Prepare certificates of insurance and other policy documents.
• Follow up with customers on outstanding items.

Underwriting

• Track pending applications and underwriting requirements.
• Follow up on missing documents, questionnaires, and other requirements.
• Work with customers and the sales team to get policies issued.

Reporting & Office Support

• Maintain Excel production and sales trackers.
• Track office production, goals, and customer reviews.
• Prepare daily, weekly, and monthly reports.
• Handle general office and administrative tasks.
• Maintain office/kitchen supplies.

Marketing & Community

• Create content for office social media.
• Research local events and sponsorship opportunities. (Could incentives content and # of events scheduled?)
• Coordinate office participation in community events.
• Help grow the office's presence in the local community.

Qualifications

• Strong interpersonal and communication skills.
• Positive attitude with the ability to work both independently and collaboratively.
• Organizational and time-management abilities.
• Previous experience in customer engagement, marketing, or outreach preferred.
• Must either have or be able to obtain a property and casualty insurance license and a life and health insurance license