Acquisition Specialist - State Farm Agent Team Member

Daniel Lottinger - State Farm Agent

Houston, TX

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JOB DETAILS

SKILLS

Coaching, Communication Skills, Computer Skills, Customer Conversion, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Support/Service, Delivery Driving, Detail Oriented, Documentation, English Language, Follow Through, Insurance, Insurance Sales, Life Insurance, Multilingual, Organizational Skills, Performance Analysis, Sales, Spanish Language, Team Player, Telesales, Time Management, 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

Daniel Lottinger - State Farm Agenthas limited, full-time, in-officeInsurance Sales positions available. We’re looking for motivated, coachable individuals who want to build a successful career as a Property & Casualty (P&C) and Life insurance agent.

We provide full training, hands-on coaching, and a fun, upbeat, competitive environment for the right candidate. You’ll learn how to build relationships, serve customers, and consistently convert opportunities into policies—while working with a supportive team.

RESPONSIBILITIES

Generate new business by following a structured activity plan that includes:
- Inbound lead follow-up
- Outbound calling and outreach activities
- Converting prospects into qualified opportunities
- Manage customer accounts by keeping information accurate and up to date in the database/CRM.
- Assist customers with:
- Policy questions and general inquiries
- Policy changes and updates
- Guidance through options and next steps (with professionalism and clarity)
Coordinate with underwriters to help ensure applications and requests move forward efficiently and policies are issued in a timely manner.
Track performance and maintain follow-through by documenting calls, statuses, and next steps to ensure no opportunity is missed.
Represent the agency with strong communication, professionalism, and customer-first service at every touchpoint.

EXPECTATIONS

Be on time and ready to crush it every day. This is an execution-focused role.
Be coachable: you’ll receive feedback—your job is to apply it quickly and improve consistently.
Be an asset to the team by communicating clearly, collaborating, and contributing to a positive office culture.
Bring energy and ownership: be the best version of yourself and take pride in your results.
Maintain consistent daily activity (calls, follow-ups, and next steps) to drive pipeline and meet goals.

QUALIFICATIONS

Team player with a competitive spirit and a positive attitude.
Excellent customer service and communication skills (friendly, clear, and confident).
Strong organizational skills and attention to detail—insurance requires accuracy.
Basic computer skills and comfort working in a CRM/database.
Previous experience at an insurance agency is a plus, or being currently P&C and/or Life licensed 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 both:

Property & Casualty (P&C) License
Life License

Acquisition Specialist - State Farm Agent Team Member

Daniel Lottinger - State Farm Agent

Houston, TX

About the Company

Daniel Lottinger - State Farm Agent

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