Account Manager - State Farm Agent Team Member

Joseorosario; Orlando (FL); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Tuition assistance

Licensing/CE support

Job summary

Joseorosario in Orlando is looking for an Account Manager to drive customer relationships and sales in the insurance and financial services sector.

The ideal candidate is bilingual in Spanish and English, with insurance experience and strong communication skills. Responsibilities include managing customer inquiries, policy reviews, and maintaining compliance.

This salaried position offers a potential total earning of $60,000–$100,000, along with benefits like paid time off and tuition assistance.

Qualifications

• Must be bilingual in Spanish and English to serve Spanish-speaking customers.
• Prior experience in insurance account management, sales, or customer service is required.
• Strong documentation habits and detail-oriented approach needed.

Responsibilities

• Develop and maintain customer relationships to drive retention and growth.
• Conduct policy reviews and provide needs-based recommendations.
• Support customers during the claims process while ensuring high-level service.

Skills

Bilingual Spanish/English

Insurance experience

Strong communication skills

Relationship-building

Detail-oriented

Technology proficiency (CRM, Microsoft Office)

Professional and dependable

Education

Florida 2-20 License

Florida 2-15 License

Tools

CRM systems

Quoting tools

Microsoft Office

Job description

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

• Monthly Sales Incentives (performance-based)
• Total Earning Potential $60,000–$100,000+ (base + incentives)

Compensation disclosure Incentives and total earnings vary based on individual performance and business conditions and are not guaranteed.

Benefits

• Paid Time Off (PTO) & holidays (subject to eligibility)
• 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
• 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.