Account Manager - State Farm Agent Team Member

Jessica Carlos - State Farm Agent; San Antonio (TX); Remote; USD 34,000 - 42,000; Full time

Benefits offered by this job

Paid time off

401(k)

Flexible schedule

Training & development

Performance bonus

Job summary

Jessica Carlos State Farm in San Antonio, TX is seeking an Account Manager to build and maintain customer relationships, conduct policy reviews, and convert leads with a consultative approach. The role emphasizes retention, growth, and meeting sales and service goals.

You will engage clients, manage CRM notes, and follow a structured sales process while benefiting from training, development, and advancement opportunities. Flexible work-from-home options are available.

Qualifications

• Licensed: General Lines Property & Casualty and General Lines Life, Accident, Health & HMO.
• Experience in sales and customer service roles is preferred.
• Willingness to follow a structured sales process and coaching.

Responsibilities

• Build and maintain relationships with customers to support retention and growth.
• Schedule and conduct policy reviews, explain coverage options, and recommend next steps.
• Follow up with warm and cold leads using a consultative approach.
• Handle and coordinate resolution of customer service needs and more complex issues.
• Stay organized with CRM notes, outreach tasks, and follow-through.
• Meet agency goals related to sales activity and customer outcomes.

Skills

Relationship-building

Sales experience

Customer service

CRM management

Communication

Coachable

Tools

CRM software

Job description

ACCOUNT MANAGER (Sales + Customer Service) – State Farm (San Antonio, TX)

Do you enjoy building trust with people and helping them protect what matters? Join the Jessica Carlos State Farm team as an Account Manager, where you’ll grow the agency by maintaining strong customer relationships, conducting policy reviews, and converting leads through education—not pressure.

What You’ll Do

• Build and maintain relationships with customers to support retention and growth
• Schedule and conduct policy reviews, explain coverage options, and recommend next steps
• Follow up with warm and cold leads using a consultative approach
• Handle and coordinate resolution of customer service needs and more complex issues
• Stay organized with CRM notes, outreach tasks, and follow-through
• Meet agency goals related to sales activity and customer outcomes

Who You Are

• You’re outgoing, reliable, and coachable
• You communicate clearly and consistently
• You’re comfortable having sales conversations and learning a sales process
• You take ownership and follow through

Nice to have:

Insurance sales/account management experience

Not required:

Prior insurance experience—training is provided.

Why Join Us

• Supportive leadership with real training and development
• A stable, growing agency with long-term career opportunities
• A culture focused on professionalism, community, and doing the right thing
• Opportunity to grow your skills and impact in the community

Requirements (Simple & Clear)

• Must be licensed: General Lines Property & Casualty and General Lines Life, Accident, Health & HMO
• Must be able to engage clients in conversations and follow a structured sales/customer process
• Must be organized, detail-oriented, and committed to weekly activity goals
• Must have a long-term mindset and willingness to improve through coaching

Compensation:

$38,000 Base Salary + Monthly Commissions (uncapped)

Location:

San Antonio, TX (serving Texas)

Flexible work from home options available.

Benefits:

• Bonus based on performance
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)