Account Representative - 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, Insurance, Insurance Sales, Life Insurance, Multilingual, Record Keeping, Resolve Customer Issues, Sales, Sales Management, Sales Prospecting, Set Goals, Spanish Language, Telesales, Time Management, Training/Teaching, Underwriting

LOCATION

Houston, TX

POSTED

20 days ago

Benefits:

Bonus based on performance
Competitive salary
Paid time off
Training & development

Insurance Sales Career Opportunity (P&C & Life)
Full-Time | In-Office

Why Join Us
A limited number of full-time Insurance Sales team members positions are available to support our continued growth in Property & Casualty (P&C) and Life insurance. This is an in-office, training-forward role designed for people who want to build a long-term career by earning trust, setting goals, and staying consistent.

If you enjoy talking with customers, handling questions, and driving opportunities forward through to completion, we’ll provide the structure, coaching, and support to help you succeed.

What You’ll Do

Create and grow opportunities by following a structured activity workflow, including:
- Contacting and following up with inbound leads
- Making outbound calls and prospecting new customers
- Converting qualified conversations into actionable insurance opportunities
Manage client and policy information with accuracy by updating and maintaining records in our CRM/database.
Support customers from first contact through policy needs, including:
- Answering questions and handling general inquiries
- Assisting with policy changes and updates
- Helping clients understand coverage options and next steps in a clear, confident way
Coordinate with underwriters to help applications and requests move forward efficiently, supporting timely issuance.
Own the follow-up process by tracking call results, documenting activity, and completing next steps so leads don’t slip away.
Deliver a professional, customer-first experience at every interaction—phone, email, and in person.

How We Measure Success

Execution: you’re ready to work, follow the plan, and stay on task
Coachability: you take feedback seriously and apply it quickly
Consistency: completion of daily calls, follow-ups, and pipeline-building
Accountability: you document clearly and ensure next steps are completed
Team energy: you communicate well, collaborate, and help maintain a positive office culture

What You Bring (Qualifications)

A team player mindset with a positive, competitive attitude
Strong customer service and communication skills (friendly, clear, confident)
Detail-oriented organization—insurance requires accuracy
Basic computer proficiency and comfort working in a CRM/database
Insurance agency experience is a plus
Current P&C and/or Life license is a plus
Prior sales and/or call center experience is a plus
Bilingual Spanish/English is a plus

License Requirement
This is a licensed Insurance Sales position. You must have or be able to obtain:

Property & Casualty (P&C) License
Life License

Account Representative - State Farm Agent Team Member

Daniel Lottinger - State Farm Agent

Houston, TX

About the Company

Daniel Lottinger - State Farm Agent

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