Account Associate - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

Insurance Sales Associate (P&C & Life)
Limited Full-Time | In-Office | Account Associate - State Farm Agent Team Member

About the Role
Daniel Lottinger - State Farm Agent is looking to fill a limited number of positions for full-time Insurance Sales team members to join our Property & Casualty (P&C) and Life team. This is a career-building role for people who enjoy working with customers, solving problems, and consistently moving opportunities forward.

You’ll start with structured training and continue to improve through hands-on coaching. If you’re someone who likes to connect with others, work toward clear goals, and build long-term relationships, we’d love to hear from you.

Key Responsibilities

• Drive new business by following a disciplined activity plan, including:
  • Responding to and following up on inbound leads 
  • Making outbound calls and reaching out to prospects 
  • Prospecting and converting qualified leads into insurance opportunities
• Maintain accurate customer records by updating policy and client information in our CRM/database.
• Support clients through the full experience , including:
  • Answering policy questions and general inquiries 
  • Assisting with policy changes, updates, and related requests 
  • Explaining coverage options clearly and guiding customers on next steps
• Collaborate with underwriters to keep applications moving and help support timely policy issuance.
• Stay accountable to follow-through , including:
  • Tracking performance and call outcomes 
  • Documenting activity and statuses 
  • Ensuring next steps are completed so leads don’t stall
  • Represent the agency professionally with strong communication and a customer-first approach every day.

What We Expect From You

• Strong punctuality and readiness to execute —this is an action-oriented position where follow-through matters.
• Coachability —you’ll receive feedback and you’ll apply it quickly to improve results.
• Team-first attitude —communicate clearly, collaborate with others, and contribute to a positive office culture.
• Daily ownership and energy —bring your best and take pride in measurable outcomes.
• Consistency —keep up with daily calls, follow-ups, and pipeline-building activities.

Qualifications

• Positive attitude and a team player mindset with a drive to win
• Excellent customer service and communication skills (friendly, clear, confident)
• Strong organization and attention to detail (accuracy is essential in insurance)
• Basic computer skills and comfort using a CRM/database
• Insurance experience is a plus , including time at an agency
• Obtain P&C / Life licensing (or currently licensed)
• Sales and/or call center experience is a plus
• Bilingual Spanish/English is a plus

Licensing Requirement
This is a licensed Insurance Sales role . You must have or be able to obtain both of the following:

• Property & Casualty (P&C) License
• Life License