Benefits:- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
- Health insurance
ROLE DESCRIPTION: Katie Rider - State Farm Agent is seeking an organized and efficient contributor to generate new customer opportunities, improve lead follow-up, and schedule qualified appointments for the sales team. As an
Intern with my office, your attention to detail, dedication to customer relations, and marketing-mindedness equip you for this versatile position. Your contributions as a motivated professional who thrives in a fast-paced environment can pave an entryway for growing your career and expanding your income.
RESPONSIBILITIES:- Assist the business goals of the insurance agency with mutually agreed-upon expectations.
- Conduct outbound prospecting to local businesses and community contacts.
- Gather basic prospect information before handing the opportunity to a licensed team member.
- Help generate referral opportunities from current customers.
- Maintain accurate notes and follow-up dates in the agency CRM.
- Support social media, community marketing, and local prospecting campaigns.
- Schedule insurance review appointments for licensed team members.
- Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.
QUALIFICATIONS:- Strong verbal and written communication skills.
- Comfortable making outbound phone calls and speaking with prospective customers
- Strong organization and time-management skills
- Comfortable working toward measurable activity and appointment-setting goals
- Dependable, punctual, and able to work independently
- Coachable and willing to receive regular feedback
- Interest in sales, insurance, financial services, business development, or entrepreneurship
- Ability to maintain confidentiality when working with customer information
