Account Contact Representative (Part Time)

Job Overview The Account Contact Representative (ACR) serves as our agency's first point of proactive outreach to both prospective and existing clients. This role is responsible for generating opportunities through outbound contact efforts, strengthening client relationships, and supporting agency growth through consistent execution of our marketing and client communication strategies. This is not a high-pressure sales role. Instead, it is a relationship-building position focused on creating meaningful conversations that lead to appointments, policy reviews, referrals, and new business opportunities.

Salary Range:

$16.00 - $18.00 per hour Benefits Hourly Base Salary + Bonus Opportunities Flexible Schedule Career Growth Opportunities Mon-Fri Schedule Hands on Training Requirements The ideal candidate is someone who genuinely enjoys talking with people and creating connections.

They are:

Friendly and approachable Positive and upbeat Comfortable starting conversations Organized and dependable Persistent without being pushy Detail-oriented Coachable and eager to learn Comfortable making outbound calls Motivated by helping others Professional in both written and verbal communication Preferred Experience Preferred but not required: Customer service experience Inside sales experience Call center experience Retail customer interaction Insurance industry experience CRM software experience We are willing to train the right person who demonstrates strong communication skills, a positive attitude, and a genuine desire to help people. Responsibilities New Lead Acquisition Contact new leads through phone, text, email, and other approved communication channels. Build rapport and establish positive first impressions. Gather basic information and identify insurance needs. Schedule appointments for Account Executives. Follow up consistently with prospects who have not yet made a buying decision. Maintain accurate records of all communications. Existing Client Marketing Matrix Execute agency marketing campaigns and communication plans.

Contact clients for:

Policy reviews Life insurance conversations Cross-selling opportunities Referral requests Birthday and anniversary outreach Renewal check-ins Agency events and promotions Strengthen client relationships through consistent, meaningful touchpoints. Database Management Maintain accurate client and prospect information. Update CRM notes and activity records. Track outreach efforts and results. Assist in keeping marketing lists current and organized. What Success Looks Like A successful

Account Contact Representative:

Creates positive experiences for prospects and clients. Consistently schedules quality appointments. Helps maintain strong client retention through proactive outreach. Supports agency growth through referral generation and lead engagement. Completes assigned marketing campaigns accurately and on time. Represents the agency's mission and values in every interaction. About Us Tate Secrist - Farm Bureau is an energetic and professional insurance agency dedicated to safeguarding futures. We empower our team to deliver exceptional service and innovative solutions, fostering a vibrant culture of growth and success. Join us to build a rewarding career protecting what matters most in the dynamic insurance industry.