Outbound Insurance Appointment Setter

The Juris Agency; Eaton Rapids (MI); On-site; USD 30,000 - 45,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Paid Travel for Award Recipients

Appreciation Lunches

Frequent Performance Reviews

Team Building Events

Paid Holidays

Potential for Monthly Bonuses

Health Insurance

Job summary

State Farm Account Associate position involves making outbound calls to prospective and existing customers to promote State Farm insurance products, schedule appointments with agents, and provide excellent customer service. Your role supports agents in delivering personalized insurance solutions and expanding the customer base, while maintaining a professional, target-focused approach.

This role includes training, a Monday–Friday schedule, health insurance, paid holidays, and opportunities for

Qualifications

• Previous telemarketing or sales experience, preferably in the insurance industry.
• Proficiency in using CRM software.
• Basic understanding of insurance products or willingness to learn.
• Organizational skills to manage multiple leads.
• Professional and courteous telephone manner.
• Focus on achieving targets and agency growth.

Responsibilities

• Make outbound calls to promote State Farm insurance products and services.
• Identify and qualify leads for agents by gathering relevant customer information.
• Stay informed about the various insurance products and services offered by State Farm.
• Follow up on leads generated from marketing campaigns or referrals to schedule appointments for agents.
• Provide initial information to potential customers and answer basic questions about insurance options.
• Maintain and update a database of prospects and customer interactions.
• Ensure all communications adhere to State Farm guidelines and compliance standards.
• Prepare regular reports on call activity, lead generation, and appointment scheduling.

Skills

Telemarketing

Sales experience

CRM software

Communication skills

Persuasion

Organizational skills

Telephone manner

Target-oriented

Job description

State Farm Account Associate position involves making outbound calls to prospective and existing customers to promote State Farm insurance products, schedule appointments with agents, and provide excellent customer service. Your role supports agents in delivering personalized insurance solutions and expanding the customer base, while maintaining a professional, target-focused approach.

This role includes training, a Monday–Friday schedule, health insurance, paid holidays, and opportunities for