Outbound Insurance Appointment Setter

Steve Bartshe State Farm

Eaton Rapids (MI)

On-site

USD 30,000 - 45,000

Full time

14 days+

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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

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