Account Associate - State Farm Agent Team Member

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Steven Bartshe - State Farm Agent

Posted 2 months ago

Full Time

Eaton Rapids, Michigan

In Person

Smart Summary

Responsibilities

The Account Associate is responsible for making outbound calls to prospective and existing customers to promote State Farm insurance products. They also qualify leads, schedule appointments for agents, and maintain accurate records of customer interactions.

Qualifications

You have previous telemarketing or sales experience, preferably in the insurance industry, and possess strong communication and CRM software proficiency. You demonstrate an ability to learn about insurance products, handle rejection, stay organized, and maintain a professional demeanor to achieve sales targets.

Must Have Skills for ATS

CRM software

telemarketing

sales

Job Description

Benefits:
  • Bonus based on performance
  • Company parties
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
ROLE DESCRIPTION:As a State Farm Account Associate, you will be responsible for 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 is critical in expanding our customer base and supporting our agents in delivering personalized insurance solutions.

RESPONSIBILITIES:
  • Make outbound calls to prospective customers 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.
QUALIFICATIONS: 
  • Previous telemarketing or sales experience, preferably in the insurance industry.
  • Communication and persuasion skills; proficiency in using CRM software.
  • Basic understanding of insurance products or a willingness to learn.
  • Ability to handle rejection and remain motivated.
  • Organizational skills to manage and track multiple leads.
  • Professional and courteous telephone manner.
  • Focus on achieving targets and contributing to the agency’s growth.

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Steven Bartshe - State Farm Agent

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