Bilingual Insurance Sales Representative

Job Summary

Connecting with prospective customers, the full-time Bilingual Insurance Sales Representative will provide expert consultation on homeowners and complementary insurance coverage, utilizing inbound leads to build customized policies in a remote environment.

Key responsibilities

• Engage with potential customers through phone, email, and text to assess their insurance needs and recommend tailored solutions
• Educate clients on insurance products, clearly communicating features and benefits while answering inquiries
• Maintain accurate records of customer interactions and sales activities using CRM tools to optimize sales opportunities

Required qualifications

• 1+ years of insurance sales experience in a fast-paced brokerage environment
• Bilingual ability (Spanish preferred)
• Active Property & Casualty license
• Strong understanding of insurance products and policy processes
• Experience using CRM platforms and sales tools