Acquisition Specialist - State Farm Agent Team Member

Daniel Lottinger - State Farm Agent
  • Houston, TX
  • Full-time
7 days ago

Job Description

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

Numbers & Facts

LocationHouston, TX
Job TypeFull-time

Skills

  • Coachingunmatched
  • Communication Skillsunmatched
  • Computer Skillsunmatched
  • Customer Conversionunmatched
  • Customer Relationship Management (CRM)unmatched
  • Customer Relationship Management (CRM) Systemsunmatched
  • Customer Support/Serviceunmatched
  • Delivery Drivingunmatched
  • Detail Orientedunmatched
  • Documentationunmatched
  • English Languageunmatched
  • Follow Throughunmatched
  • Insuranceunmatched
  • Insurance Salesunmatched
  • Life Insuranceunmatched
  • Multilingualunmatched
  • Organizational Skillsunmatched
  • Performance Analysisunmatched
  • Salesunmatched
  • Spanish Languageunmatched
  • Team Playerunmatched
  • Telesalesunmatched
  • Time Managementunmatched
  • Training/Teachingunmatched
  • Underwritingunmatched

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