Account Manager - State Farm Agent Team Member

Jose Rosario - State Farm Agent; Orlando (FL); On-site; USD 39,000 - 51,000; Full time

Benefits offered by this job

Paid time off

Training & development

Bonus based on performance

Tuition assistance

Job summary

Jose Rosario – State Farm Agent in Orlando, FL is seeking an Account Manager (Insurance & Financial Services) fluent in Spanish/English. This in-person role focuses on building relationships, providing needs-based guidance, and supporting retention and growth.

The position offers salaried compensation with an annual base salary, monthly incentives, and uncapped growth opportunity, plus benefits including PTO, training, and licensing support. Flexible scheduling Monday–Friday, with weekends off.

Qualifications

• Bilingual Spanish/English preferred; daily interaction with Spanish-speaking customers.
• Insurance experience required in account management, sales, or customer service.
• Strong communication and relationship-building abilities; ability to follow up.
• Detail-oriented with solid documentation habits and multitasking capacity.

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 including policy changes, billing support, and coverage updates.
• Resolve complex customer concerns by coordinating with internal teams and carrier partners.
• Quote, present, and close policies using needs-based selling for 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 with guidance and follow-up.
• Maintain accurate records in CRM and other systems.
• Follow guidelines with a compliance-first approach.

Skills

Bilingual Spanish/English

Insurance experience

Communication skills

Relationship-building

CRM familiarity

Microsoft Office

Detail-oriented

Multitasking

Tools

CRM systems

Quoting tools

Microsoft Office

Job description

Benefits:

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

Account Manager (Insurance & Financial Services) — Bilingual Spanish/English Preferred — 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: $38,698–$51,377 (Based on licenses and experience)
• 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

• Monday–Friday: 8:30 AM – 5:30 PM
• Weekend Off

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 Preferred (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.