Client Engagement Specialist

Zachary Goodwin Farmers Agency

Waterloo, IA

JOB DETAILS
SALARY
$40,000–$60,000 Per Year
SKILLS
Business Development, Business Support, Calendar Management, Communication Skills, Cross-Selling, Customer Relationship Management (CRM), Customer Retention/Renewal, Engagement Marketing, Insurance, Leadership, Marketing Campaign, Multitasking, Organizational Skills, Relationship Marketing, Revenue Growth, Sales, Sales Closing Skills, Sales Prospecting, Social Media, Up-Selling
LOCATION
Waterloo, IA
POSTED
12 days ago

Farmers Insurance Iowa (District 30) is seeking a motivated and outgoing Client Engagement Specialist to help drive agency growth through proactive outreach, relationship building, and new business development.


This role blends sales, marketing, and client relationship management. You will engage prospective and existing clients, identify coverage opportunities, support licensed agents in closing new business, and help strengthen long-term retention.


If you enjoy building relationships, generating opportunities, and contributing directly to revenue growth, this role offers a clear pathway into licensed sales and leadership positions.

Salary Range: $40000.00 - $60000.00 per year


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities


Responsibilities

Conduct outbound outreach to prospective clients


Re-engage inactive leads and follow up on marketing campaigns


Support new business quoting for personal and commercial insurance


Identify cross-sell and upsell opportunities within the existing client base


Schedule appointments for licensed agents


Manage CRM activity and track pipeline progress


Assist with social media engagement and local marketing efforts


Support retention initiatives and client communication


Requirements

Strong communication and relationship-building skills


Self-motivated with a sales-oriented mindset


Comfortable making outbound calls and follow-ups


Organized and detail-focused


Ability to manage multiple priorities in a fast-paced environment


Prior sales or insurance experience preferred


Property & Casualty license preferred (or willingness to obtain)

About the Company

Z

Zachary Goodwin Farmers Agency