Account Associate - State Farm Agent Team Member

Janelle Cyrus - State Farm Agent

  • Palm Desert, CA
  • 8 days ago
  • Remote
  • Full-time

Highlights

Pipeline & quotas: Manage an active sales pipeline, hitting activity goals (calls, emails, appointments, submissions) and sales quotas . As a Sales Account Associate for Team Cyrus State Farm , you drive revenue by converting agency-provided leads into bound business.

Numbers & Facts

LocationPalm Desert, CA (
Remote
)
Job TypeFull-time

Description

Benefits:
  • Simple IRA matching
  • Paid time off
  • Bonus based on performance
  • Flexible schedule

ROLE DESCRIPTION:
As a Sales Account Associate for Team Cyrus State Farm, you drive revenue by converting agency-provided leads into bound business. This is a primarily sales-focused (99%) role. You stay high-energy, follow up consistently, and guide quotes through issuance—ensuring submissions are processed correctly end-to-end.


RESPONSIBILITIES:


  • Lead follow-up: Contact and nurture agency leads with a disciplined follow-up process.
  • Multi-line quoting: Build and manage quotes across multiple coverage lines based on client needs.
  • Pipeline & quotas: Manage an active sales pipeline, hitting activity goals (calls, emails, appointments, submissions) and sales quotas.
  • Quote-to-issue follow-through: Track submission status, coordinate next steps, and resolve issues quickly to ensure timely issuance.
  • Referral generation: Create additional opportunities by requesting and obtaining referrals from satisfied customers and your network.
  • Customer relationships: Maintain professional, upbeat interactions that support conversion.
  • Documentation: Keep accurate notes, statuses, and customer info organized in the agency system.
QUALIFICATIONS (Required):


  • Previous insurance experience
  • Active insurance licensing
  • Proven ability to prospect, follow up, and close
  • Self-motivated, high energy, goal-driven
  • Detail-oriented with strong organization and accuracy
  • Excellent communication skills and confidence to move conversations toward a sale

This is a remote position.

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