Account Manager - State Farm Agent Team Member

Daniel Lottinger - State Farm Agent; Houston (TX); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Paid training

Competitive salary

Paid time off

Advancement opportunities

Training & development

Job summary

Daniel Lottinger - State Farm Agent is hiring a full-time, in-office Account Manager to support insurance sales for P&C and Life. This base+commission role includes paid training and a high-energy team environment. You will handle inbound/outbound calls, manage client accounts, and work with underwriters to move applications forward.

Strong customer service, CRM skills, and a drive to hit daily targets are essential. Bilingual Spanish/English is a plus in a busy Houston office.

Qualifications

• Excellent customer service skills and communication.
• Sales experience or call center background preferred.
• Strong organization and attention to detail; CRM/database comfort.
• Bilingual Spanish/English a plus.

Responsibilities

• Call inbound leads quickly and convert to appointments and policies.
• Make outbound calls and build pipeline with coaching.
• Manage customer accounts and keep CRM data up to date.
• Assist customers with policy changes, billing questions, and inquiries.
• Collaborate with underwriters to move applications forward.
• Document calls, outcomes, quotes, and next steps clearly.
• Provide top-tier customer experience on every call.

Skills

Customer service

Sales experience

Attention to detail

CRM/database

Call center

Bilingual Spanish/English

Tools

CRM system

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

Role Description:

Daniel Lottinger - State Farm Agentis hiring a limited number of full-time, in-office Account Manager - State Farm Agent Team Member Insurance Sales positions for Property & Casualty (P&C) and Life.

If you’re ready to jump into a high-energy team, take training seriously, and work hard to earn more—this is your place. We offer paid training, coaching, and a competitive, upbeat environment where your effort matters and your results grow.

This is a base + commission role, so you’ll have the support of base pay while building earning potential through performance.

Responsibilities

• Call inbound leads fast and convert opportunities into appointments and policies.
• Make outbound calls and complete daily outreach activity to build pipeline (with clear goals and coaching).
• Manage customer accounts by keeping information accurate and up to date in the CRM/database.
• Help customers with policy changes, billing/questions support, and general inquiries with confidence and clarity.
• Partner with underwriters to keep applications moving and help support timely policy issuance.
• Document everything: calls, outcomes, quotes, follow-ups, and next steps—so nothing slips through the cracks.
• Provide a top-tier customer experience every time you answer the phone.

Expectations

• Be on time and ready to perform—every day. This is an execution-focused role.
• Bring energy: show up motivated, speak with confidence, and stay focused on goals.
• Be coachable: we coach; you apply. Improve quickly and keep leveling up.
• Be a team player who helps the office win together.
• Crush daily activity targets (calls, follow-ups, appointments) and keep opportunities moving.
• Keep a “best version of yourself” mindset—consistency is everything.

Qualifications

• Confident communicator with excellent customer service skills.
• Competitive spirit + positive attitude—you want to win and you don’t give up.
• Strong organization and attention to detail (accuracy matters in insurance).
• Basic computer skills and comfort using a CRM/database.
• Insurance experience is a plus—or you’re currently P&C and/or Life licensed.
• Sales and/or call center experience is a plus.
• Bilingual Spanish/English is a plus.

License Requirement

This is a licensed Insurance Sales position. You must have or be able to obtain both:

• Property & Casualty (P&C) License
• Life License