Account Associate - State Farm Agent Team Member

Daniel Lottinger - State Farm Agent

Houston, TX

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JOB DETAILS

SKILLS

Call Monitoring, Coaching, Communication Skills, Computer Skills, Customer Relationship Management (CRM) Systems, Customer Support/Service, Detail Oriented, Documentation, English Language, Follow Through, Insurance, Insurance Sales, Licensing, Multilingual, Performance Analysis, Resolve Customer Issues, Sales, Sales Prospecting, Sales Qualification, Spanish Language, Team Player, Telesales, Time Management, Track Customer Issues, Training/Teaching, Underwriting

LOCATION

Houston, TX

POSTED

30+ days ago

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

Account Associate - State Farm Agent Team Member

Daniel Lottinger - State Farm Agent

Houston, TX

About the Company

Daniel Lottinger - State Farm Agent

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