Generate new business through a mix of inbound and outbound sales activities, including phone, text, email, and virtual outreach
Conduct cold and warm calling to prospective customers, referral sources, and prior leads to build a consistent sales pipeline
Follow up promptly on incoming leads, web inquiries, and walk-in prospects to identify coverage needs and close opportunities
Build relationships within the community by attending local events, networking, and developing partnerships that create referral opportunities
Meet with customers in person, by phone, or virtually to review their current coverage and provide tailored insurance solutions
Educate clients on coverage options, risk exposures, and protection strategies to help them make informed decisions
Deliver a high level of service by handling policy changes, questions, renewals, and claims support, ensuring a strong customer experience
Identify cross-sell and upsell opportunities within the existing book of business to increase account value and retention
Maintain accurate activity, pipeline, and customer records within agency systems and CRM tools
Stay current on Farmers products, underwriting guidelines, coverage options, and promotions to confidently present solutions and remain competitive
Support agency growth goals by consistently meeting or exceeding production and activity targets
Collaborate with the agency team to improve processes, share best practices, and contribute to a positive, performance-driven environment

Must be willing to work in-office in Bay City, Michigan
Active Michigan Property & Casualty and Life, Accident & Health insurance licenses, or willingness to obtain them within a specified timeframe
If not currently licensed, candidates must be willing to complete pre-licensing education (free pre-licensing support available)
Strong interest in sales, business development, and long-term career growth
Entrepreneurial mindset with the desire to take ownership of results and build a career, not just hold a position
Excellent communication skills, both verbal and written, with the ability to build trust and rapport quickly
Comfortable making outbound calls, following up on leads, and engaging in daily sales activity
Self-motivated, competitive, and goal-oriented with the ability to work independently and stay accountable
Strong organizational and time management skills, with the ability to manage multiple priorities and follow through consistently
Professional presence and the ability to interact with clients in person, virtually, and over the phone
Basic computer proficiency and comfort using CRM systems, email, and standard business software
Ability to participate in local networking and community activities to support business development
High school diploma or equivalent required; college degree or prior sales, customer service, or leadership experience preferred but not required.

Branch Manager

Key skills