Acquisition Specialist - State Farm Agent Team Member
Daniel Lottinger - State Farm Agent
Job Description
Job Description
Benefits:
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
- Generate new business by following a structured activity plan that includes:
- Inbound lead follow-up
- Outbound calling and outreach activities
- Converting prospects into qualified opportunities
- Manage customer accounts by keeping information accurate and up to date in the database/CRM.
- Assist customers with:
- Policy questions and general inquiries
- Policy changes and updates
- Guidance through options and next steps (with professionalism and clarity)
- Coordinate with underwriters to help ensure applications and requests move forward efficiently and policies are issued in a timely manner.
- Track performance and maintain follow-through by documenting calls, statuses, and next steps to ensure no opportunity is missed.
- Represent the agency with strong communication, professionalism, and customer-first service at every touchpoint.
- Be on time and ready to crush it every day. This is an execution-focused role.
- Be coachable : you’ll receive feedback—your job is to apply it quickly and improve consistently.
- Be an asset to the team by communicating clearly, collaborating, and contributing to a positive office culture.
- Bring energy and ownership : be the best version of yourself and take pride in your results.
- Maintain consistent daily activity (calls, follow-ups, and next steps) to drive pipeline and meet goals.
- Team player with a competitive spirit and a positive attitude .
- Excellent customer service and communication skills (friendly, clear, and confident).
- Strong organizational skills and attention to detail —insurance requires accuracy.
- Basic computer skills and comfort working in a CRM/database.
- Previous experience at an insurance agency is a plus, or being currently P&C and/or Life licensed is a plus.
- Prior sales and/or call center experience is a plus.
- Bilingual Spanish/English is a plus.
This is a licensed Insurance Sales position.
You must have or be able to obtain both :
- Property & Casualty (P&C) License
- Life License
Vacancy posted 28 days ago
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