Account Manager - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Paid time off
• Training & development
• Bonus based on performance

Account Manager (Insurance & Financial Services) Bilingual Spanish/English Required In-Person (Orlando, FL)
Agency: Jose Rosario State Farm Agent (Independent Contractor)
Location: 10249 S John Young Pkwy, Ste 110, Orlando, FL 32837
Position Type: Salaried (not hourly)
Work Authorization: Must be authorized to work in the United States (no sponsorship available)

Compensation

• Annual Base Salary: $40,000$45,000
• Monthly Sales Incentives (performance-based)
• Total Earning Potential: $62,587.20$111,734 (base + incentives)
• Base Salary + Uncapped Incentives

Benefits

• Paid Time Off (PTO) & holidays (subject to eligibility)
• Training & development
• Tuition assistance (subject to eligibility)
• Licensing/CE support (as applicable)

Benefits disclosure: Benefits are subject to eligibility and may change.

Role Description

As an Account Manager for Jose Rosario State Farm Agent , you are vital to our daily operations and our customers success. You grow our agency through meaningful customer relationships, excellent service, and consultative, needs-based conversations that help customers protect their budget, assets, and long-term goals.

You will act as a liaison between customer needs and agency solutions, supporting both retention and growth.

Schedule

• MondayFriday: 8:30 AM 5:30 PM
• Saturday: 10:00 AM 1:00 PM (as required based on business needs)

Responsibilities

• Develop and maintain customer relationships to drive retention, referrals, and growth .
• Conduct policy reviews and provide clear, needs-based recommendations.
• Provide high-level service: policy changes, billing support, coverage updates, documentation, and follow-ups.
• Resolve complex customer concerns by coordinating with internal team members and carrier partners when needed.
• Quote, present, and close policies using needs-based selling for both inbound and outbound opportunities.
• Make outbound calls to existing customers to schedule reviews and identify coverage gaps across Auto, Home, Life, and Health .
• Support customers during the claims process (intake guidance and follow-up) while maintaining a strong service experience.
• Maintain accurate records and documentation in agency systems (CRM, notes, tasks).
• Follow all applicable guidelines and procedures, maintaining a compliance-first approach.

Qualifications

• Bilingual Spanish/English REQUIRED (you will serve Spanish-speaking customers daily).
• Insurance experience required (account management, sales, or customer service within insurance/financial services).
• Strong communication, relationship-building, and follow-up skills.
• Detail-oriented with strong documentation habits; able to multitask and prioritize.
• Comfortable using technology (CRM systems, quoting tools, Microsoft Office).
• Professional, dependable, and willing to engage in proactive sales conversations.

Licensing (Required)

• Florida 2-20 (General Lines Agent: Property & Casualty)
• Florida 2-15 (Life, Health & Annuities)

Securities Licensing (Preferred / Plus)

• Series 6 and Series 63 (a plus)
• Series 65 (willingness to obtain preferred)

Securities/FINRA note: If the position or career path includes securities-related activities, employment and duties may be subject to additional licensing, broker-dealer approval, supervision, and compliance with applicable FINRA/SEC regulations.

Pre-Employment / Eligibility

Any job offer may be contingent upon verification of licensing/appointment eligibility and completion of any lawful pre-employment screenings required for the role.

Equal Opportunity Employer

Jose Rosario State Farm Agent is an Equal Opportunity Employer. We consider applicants without regard to legally protected characteristics. Reasonable accommodations are available for qualified individuals with disabilities.

Important Note About Employer

This position is with a State Farm independent contractor agent , not with State Farm Insurance Companies. Employees of the agent are not employees of State Farm Insurance Companies.

How to Apply

Please submit your resume and include your current license status (2-20 / 2-15) and any Series licenses (if applicable).