Acquisition Specialist - State Farm Agent Team Member

Job Description

Job Description

You May Be a Great Fit as an Acquisitions Specialist at Jessica Runnels State Farm if: 

• You’re the person people call first when life goes sideways - calm, steady, and ready to help.
• You genuinely care about your community and are dedicated to providing excellent service that makes a positive impact on the people around you.
• You’re a natural relationship-builder who earns trust quickly and keeps it.
• You listen first, then guide , making customers feel understood while confidently recommending solutions.
• You’re motivated by goals and growth , and you know how to turn needs-based conversations into confident buying decisions that truly help customers.

Location Address: 815 Hwy 71 W Unit A Bastrop, TX 78602

At Jessica Runnels State Farm, we’re here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we’re helping someone navigate a claim or personalize a plan, we believe in doing meaningful work that makes a difference. If you're looking to grow your career, help others, and be part of a team that strives to do good every day, you’ll fit right in with us .



 

Key Responsibilities

• Schedule and conduct follow-up interactions to support acquisition goals.
• Recognize opportunities to cross-sell or up-sell additional insurance products or services that meet customer needs.
• Make outbound calls to prospective clients using provided leads or lists to schedule follow-up appointments or meetings.
• Meet or exceed daily and weekly appointment-setting targets.
• Aid with customer onboarding to ensure a smooth and seamless experience.
• Greet customers warmly in person and over the phone, directing them to the appropriate team members.
• Manage incoming calls, route them to the appropriate person or department, and take messages when necessary.
• Support the team with various administrative tasks and projects.
• Assist with customer payments when needed.
• Maintain thorough knowledge of insurance products, coverage options, and industry regulations to provide accurate and helpful information.

Qualifications

• Previous experience in telemarketing, customer service, or sales is preferred.
• Strong communication and relationship-building skills.
• Ability to handle rejection and maintain a positive attitude.
• Detail-oriented with good organizational skills and the ability to multitask.
• Comfortable initiating contact and interacting with prospective customers.
• Comfortable using CRM software and Microsoft Office Suite.
• Self-motivated and goal-oriented with a strong work ethic.
• Ability to work independently as well as part of a team 
• If unlicensed, must be willing to obtain applicable state insurance licenses