Insurance Outreach & Growth Specialist

Steve Little Insurance; California; On-site; USD 36,000 - 41,000; Full time

Benefits offered by this job

Free uniforms

Health insurance

Opportunity for advancement

Job summary

Steve Little - State Farm Agent in Valencia, CA is seeking a motivated Business Development Representative to support outreach, build relationships, and help customers explore insurance options. This full-time role offers benefits including health insurance, free uniforms, and opportunities for advancement.

The position focuses on outreach, policy education, and helping customers navigate coverage choices while supporting the sales team in issuing policies.

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

Responsibilities

• 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.
• 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

Skills

Interpersonal skills

Communication skills

Positive attitude

Time management

Customer engagement experience

Insurance licenses

Job description

Steve Little - State Farm Agent in Valencia, CA is seeking a motivated Business Development Representative to support outreach, build relationships, and help customers explore insurance options. This full-time role offers benefits including health insurance, free uniforms, and opportunities for advancement.

The position focuses on outreach, policy education, and helping customers navigate coverage choices while supporting the sales team in issuing policies.