Account Associate - State Farm Agent Team Member

ROLE DESCRIPTION: As a State Farm Account Associate, you will be responsible for making outbound calls to prospective and existing customers to promote State Farm insurance products, schedule appointments with agents, and provide excellent customer service.

Your role

is critical in expanding our customer base and supporting our agents in delivering personalized insurance solutions.

RESPONSIBILITIES

• Make outbound calls to prospective customers to promote State Farm insurance products and services.
• Identify and qualify leads for agents by gathering relevant customer information.
• Stay informed about the various insurance products and services offered by State Farm.
• Follow up on leads generated from marketing campaigns or referrals to schedule appointments for agents.
• Provide initial information to potential customers and answer basic questions about insurance options.
• Maintain and update a database of prospects and customer interactions.
• Ensure all communications adhere to State Farm guidelines and compliance standards.
• Prepare regular reports on call activity, lead generation, and appointment scheduling.

QUALIFICATIONS

• Previous telemarketing or sales experience, preferably in the insurance industry.
• Communication and persuasion skills; proficiency in using CRM software.
• Basic understanding of insurance products or a willingness to learn.
• Ability to handle rejection and remain motivated.
• Organizational skills to manage and track multiple leads.
• Professional and courteous telephone manner.
• Focus on achieving targets and contributing to the agency’s growth.