Account Manager - State Farm Agent Team Member
Job Description
Job Description
Benefits:
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Job Type: Full-time (Remote U.S.)
Compensation: Base Salary + Commission + Performance Bonuses
Licensing: Active Property & Casualty (P&C) required; Life & Health preferred (or willingness to obtain) About the Role Were seeking a bilingual, licensed professional with proven experience in a State Farm agency to deliver exceptional customer experiences while driving retention and growth. In this fully remote role, youll manage day-to-day service needs and confidently pivot into in-book sales identifying coverage gaps, preparing quotes, and cross-selling/upselling when it benefits the customer. Responsibilities
- Customer Service & Retention
- Handle inbound/outbound calls, email, and chat for policy changes/endorsements, billing, ID cards, certificates, and claims support.
- Conduct proactive renewal and coverage reviews; execute retention outreach and follow-ups.
- Maintain accurate, compliant records in ECRM/Agent Toolkit and follow carrier/agency procedures.
- Sales (In-Book Pivoting)
- During service interactions, identify needs and recommend additional lines (Auto, Home, Umbrella; Life/Health if licensed).
- Generate quotes, manage follow-ups, close opportunities or hand off to a producer.
- Meet or exceed monthly activity, quality, and production goals.
- Teamwork & Compliance
- Collaborate with the agent and teammates to deliver a seamless client experience.
- Adhere to privacy, documentation, and service-level standards.
- Fluent Spanish and English (required) professional verbal and written communication in both.
- State Farm agency experience (required) with strong working knowledge of ECRM/Agent Toolkit and State Farm workflows.
- Active P&C license (required); Life & Health preferred or willingness to obtain.
- Demonstrated success in both service and sales (cross-sell/upsell) with a customer-first mindset.
- Excellent interpersonal, problem-solving, and time-management skills; calm and professional under pressure.
- Remote-ready setup: reliable high-speed internet, quiet/secure workspace, and comfort on video meetings.
- Compensation: Base salary plus commissions and performance bonuses tied to qualified in-book sales and retention outcomes.
- Growth: Clear pathways into senior service, producer/sales, or leadership roles.
- Training: Ongoing product, sales, and compliance training to continually sharpen your skills.
- Culture: Supportive, collaborative team focused on doing whats best for the customer.
- Full-time, MondayFriday during EST. business hours (some flexibility as business needs evolve).
- Your Spanish/English proficiency level,
- Your P&C license state/number (and Life & Health, if applicable),
- A brief summary of your State Farm agency experience (tools used, responsibilities, tenure).
This is a remote position.
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