Bilingual Insurance Account Manager
Location: SAN JOSE, CA
Job Type: fulltime
Company: Jim Edington - State Farm Agent
Salary: $50000.0 - $70000.0 per year
Category: Insurance
Job Description Apply Now
Bilingual Insurance Account Manager Job OverviewWe are seeking a Bilingual Insurance Account Manager (Spanish/English) to join our team in San Jose, CA. This full-time role is ideal for individuals who are passionate about delivering outstanding customer service and building lasting relationships in the insurance sector. As a Bilingual Insurance Account Manager, you will have the opportunity to make a meaningful impact by guiding clients through insurance products and services, ensuring their needs are met, and supporting their financial well-being. This position is with a State Farm independent contractor agent.
Responsibilities- Develop and manage leads, schedule client appointments, and assess customer insurance needs.
- Market and recommend appropriate insurance products and services tailored to client profiles.
- Establish and nurture strong client relationships, providing ongoing support and follow-up as needed.
- Deliver prompt, accurate, and courteous customer service, addressing inquiries about insurance availability, eligibility, policy coverage, changes, transfers, claim submissions, and billing questions.
- Facilitate clear and effective communication to ensure customer satisfaction and retention.
- Meet or exceed sales goals and contribute to the growth of the agency by engaging in value-based conversations and delivering a remarkable customer experience.
- Bilingual proficiency in Spanish and English is required.
- Insurance sales experience, including familiarity with Property & Casualty (P&C) and Life & Health (L&H) insurance, is preferred but not required.
- Sales experience in environments such as outside sales, inside sales, retail sales, or telemarketing is advantageous.
- Successful track record of meeting or exceeding sales goals and quotas is preferred.
- Strong written, verbal, and listening communication skills are essential.
- Highly motivated and self-driven with the ability to manage multiple tasks efficiently.
- Ability to build rapport and effectively relate to a diverse range of customers.
- Must be able to obtain Property & Casualty insurance license.
- Must be able to obtain Life & Health insurance license.
- Base salary and competitive compensation structure.
- PTO including vacation and personal/sick days.
- 401(k) plan with company match for long-term financial planning.
- Valuable industry experience and professional growth opportunities within the office.
- Potential for advancement based on performance and initiative.
As part of a State Farm independent contractor agency in San Jose, CA, the mission is to help clients manage everyday risks and plan for the future with confidence. The agency fosters a collaborative and supportive work environment where team members are encouraged to thrive professionally and personally. San Jose is a vibrant city offering diverse opportunities and a dynamic community for both personal and career growth.
Legal DisclaimerThis position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.