Entry Level Insurance Agent – Bilingual

Role Overview

• Conduct thorough client consultations to identify insurance needs and provide personalized recommendations
• Provide exceptional customer service by addressing inquiries, resolving issues, and ensuring client satisfaction
• Exceed sales targets by working existing leads and leveraging relationships
• Stay informed on insurance products, industry trends, and regulatory changes to effectively communicate value to clients
• Build lasting relationships with clients and serve as their trusted insurance advisor
• Ensure accurate documentation of client interactions and policy details
• Implement effective sales strategies to maintain and grow customer portfolios
• Stay updated on insurance industry protocols and monitor insurance claims for customer satisfaction
• Evaluate client needs and financial statuses to propose ideal insurance options
• Develop tailored risk management strategies based on client profiles
• Maintain sales databases and customer records to track progress

Requirements

• Must speak fluent Spanish
• required
• High school diploma
• Minimum age of 18
• Proficiency in Microsoft Office
• Strong interpersonal, communication, customer service, and analytical skills
• Understanding of insurance products, risk management, and regulations
• Valid 4-40, 2-20, or 20-44 Insurance license (preferred)
• Experience with independent Florida P&C insurance carriers (preferred)

Benefits

• Paid training
• Ongoing support
• Lead opportunities without cold calling