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.
Numbers & Facts
Location
Palm Desert, CA (Remote)
Job Type
Full-time
Skills
Communication Skillsunmatched
Customer Relationsunmatched
Customer Satisfactionunmatched
Detail Orientedunmatched
Documentationunmatched
Follow Throughunmatched
Insuranceunmatched
Licensingunmatched
Organizational Skillsunmatched
Problem Solving Skillsunmatched
Referenceable Customersunmatched
Salesunmatched
Sales Pipelineunmatched
Time Managementunmatched
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