Marketing Assistant

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The Lamm Agency - Farmers Insurance
3158 Red Hill Ave #130
Costa Mesa, CA
Posted: August 19 2015
Application Deadline: No Deadline
Position: Part-time, Paid

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The Lamm Agency of Farmers Insurance and Financial Services is looking for enthusiastic go-getters who can help us grow our agency. In the Marketing Assistant role, primary expectations will be to increase an agency’s policies in force by contacting potential prospects by a variety of methods including telephone, direct mail and events. By telephone, Marketing Assistants will use scripts to contact and inform prospects of the company's products or services. Marketing Assistants will also help prepare and follow up on direct mail campaigns. The Marketing Assistant will also learn to quote basic insurance policies in response to internet leads and other marketing campaigns. The Marketing Assistant will also be responsible for updating the Agency marketing database with client information and marketing results. Marketing Assistants are responsible for tracking marketing methods used as well as their outcomes. This role gives the Marketing Assistant a foundation on which to build a network through various channels, and learn to capitalize on prospecting opportunities by utilizing multiple marketing strategies. The long term career path for a Marketing Assistant is to become an Agency Producer and preference will be given to candidates who have a genuine interest in learning the insurance business.


During the first 30-60 days, the core job responsibilities include, but are not limited to:
•Contact businesses and private individuals by telephone and direct mail in order to secure appointments for agent follow up
•Obtain basic prospect information such as name, address, and payment method, as well as current insurance and risk information
•Record names, addresses, purchases, and responses of prospects contacted
•Schedule appointments for agent to meet with prospective customers
•Maintain records of contacts and activity
•Adjust sales scripts to better target the needs and interests of specific individuals
•Telephone or write letters/e-mails in response to correspondence from customers, or to follow up on initial sales contacts
•Deliver prepared sales discussions, reading from scripts that persuade potential prospects to meet with agent with the intent to purchase insurance products
•Perform other duties as assigned

If the Marketing Assistant is successful in their first 30-60 days and is determined by the Agency to be ready for licensing, core job responsibilities could increase in scope and complexity, as the Marketing Assistant moves through the career path to an Agency Producer role:

•Set Annual Client Reviews at the discretion and supervision of the CSSR/Agent
•Begin to build own x-date database
•Gather additional information in existing households/fact-find
•Participate in networking and community events
•Thank current clients, provide updates on what the agency can offer
•Send out cold and warm lead email fact-finders to be returned by prospects and quoted by licensed CSSR/agent.
•Work Quote Not Taken database
•Prospecting using Mobile Book Builder capabilities
•Actively pursue defector opportunities
•Help to develop new marketing methods/lead sources
•Maintain ROI records for multiple lead sources
•Have an active role in lead flow management and work with newer Marketing Assistants to maintain steady access to leads/prospects
•Research membership to appropriate networking groups or associations
•Possibly join groups/associations to market agency


•Communication: Possess professional verbal and written communication skills, must have an excellent phone presence
•Teamwork: Accepts feedback when offered and works well with others
•Business Results: Has ability to meet individual performance metrics and goals
•Can understand marketing expenses vs. revenue and how that relates to a marketing budget
•Drive and Productivity: Is able to generate great results from ordinary circumstances; prepare for problems or opportunities in advance; undertake additional responsibilities; and respond to situations as they arise without supervision
•Innovation: Accepts innovation and improvement recommendations


Four-year college degree highly preferred (currently pursuing degree is acceptable). High school diploma required. Ideal candidate will have basic PC and basic math skills, strong analytical capability, conflict resolution skills and strong verbal and written communication skills.

This position requires a commitment of 10-20 hours per week. Preferred schedule is M,T,W 1:00-5:00PM and Th, F from 10:00AM-2:00 PM although we will provide flexibility to work around school schedules. LOCAL SOUTHERN CALIFORNIA APPLICANTS ONLY PLEASE. This position could possibly last for the entire school year and beyond for the right candidate.


Required - Innovation, Oral & Written Communication Skills, Enthusiastic self-starter, Enthusiast, Results Oriented, Productivity, Active Team Player, Feedback, Accepting Responsibility, Exceptional verbal, Driving Growth
Preferred - Auto Insurance, Business Insurance, Home Insurance

How To Apply

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