Bilingual Insurance Account Representative
Location: Norcross, GA
Job Type: fulltime
Company: Dan Barracliff - State Farm Agency
Salary: $40000.0 - $125000.0 per year
Category: Sales
Job Description Apply Now
Bilingual Insurance Account Representative
Are you an experienced bilingual professional with a passion for customer service and insurance sales? Join our team as a Bilingual Insurance Account Representative (P&C, Life & Health), where you will play a key role in deepening customer relationships, identifying insurance needs, and helping protect individuals and families through tailored insurance solutions. In this full-time role, you will leverage your Spanish and English language skills to serve a diverse portfolio of clients, ensuring they receive the highest level of service and coverage across auto, fire, life, health, and commercial insurance products.
Our agency’s mission is to deliver peace of mind and protect our communities by offering comprehensive insurance solutions. We pride ourselves on our values of enthusiasm, discipline, excellence, and a commitment to continual growth. As a Bilingual Insurance Account Representative, you will act as an advocate for our customers, ensuring they are fully aware of their coverage options and any potential gaps in their protection. Your proactive outreach, customer-centric mindset, and accountability will drive success both for your clients and for the agency.
This position requires regular desk work, effective communication skills, and the ability to multitask in a dynamic environment. You will be supported by a team that values inclusion, professional development, and a positive workplace culture. If you are ready to make a difference in the lives of others and grow your career in the insurance industry, we encourage you to apply today by clicking the job application button.
Bilingual Insurance Account Representative - Summary- Serve as a primary contact for Spanish and English-speaking clients, handling inquiries and policy updates.
- Conduct needs-based assessments to identify and address insurance coverage gaps.
- Contribute to sales targets through proactive outreach and policy reviews.
- Champion the agency’s mission of protecting communities and promoting peace of mind.
- Provide exceptional customer service to policyholders, ensuring satisfaction and retention.
- Proactively reach out to clients to review policies and offer additional insurance solutions across Auto, Fire, Life, Health, and Commercial lines.
- Quote and process applications for new and existing clients, aiming for monthly sales targets in various insurance categories.
- Identify and address coverage gaps by reviewing household-level needs and conducting regular policy assessments.
- Collaborate with team members on prospecting and responding to inbound inquiries from various marketing sources.
- Track and monitor retention metrics, intervening early to prevent policy lapses or cancellations.
- Maintain accurate records in the CRM and complete all follow-ups, tasks, and action items efficiently.
- Uphold compliance with internal processes, workflows, and industry standards.
- Contribute positively to team culture, share best practices, and embrace ongoing professional development.
- Competitive compensation package commensurate with experience and performance.
- Opportunities for bonuses or incentives based on sales and retention metrics.
- Comprehensive benefits package, including health, dental, and vision plans.
- Support for obtaining and maintaining required insurance licenses.
- Professional development and ongoing training opportunities.
- Quarterly travel to the agency’s home base, with room and board expenses covered.
- Bilingual proficiency in Spanish and English (required).
- Resident Property & Casualty license and Life & Health license (or willingness to obtain).
- Eligibility to obtain resident and non-resident licenses as required for multiple states.
- Excellent interpersonal, verbal, and written communication skills.
- Strong organizational abilities and attention to detail.
- Self-motivation and ability to work independently and within a team environment.
- Proactive in problem-solving and dedicated to outstanding customer service.
- Ability to manage multiple priorities, provide timely reports, and stay current on product and industry developments.
- No specific education requirement; at least one year of relevant industry experience is preferred for remote candidates.
- Experienced in insurance sales, customer service, or account management.
- Demonstrates emotional intelligence, empathy, and a growth mindset.
- Proven ability to build trust and retain clients through solution-based selling.
- Highly coachable, resilient, and adaptable to change.
- Possesses strong listening, communication, and professional integrity skills.
- Committed to ongoing learning and development in the insurance field.
- This role is with an independent contractor agent, not directly with the parent insurance company.
- Employees must meet applicable licensing and training requirements.
- The agency is committed to diversity, equity, and inclusion, fostering a workforce that reflects the communities served.
- All qualified applicants will receive consideration regardless of race, ethnicity, gender, gender identity, sexual orientation, religion, national origin, age, or ability.
- Applicants should be prepared for a structured assessment process as part of the hiring journey.
If you are ready to step into a rewarding career as a Bilingual Insurance Account Representative and make a meaningful impact, click the job application button to apply today. Join us in delivering peace of mind and world-class service to our valued clients.