Job Overview

Our client is looking for a high-performing Spanish Bilingual Insurance Sales & Account Specialist to join their team. This role is a hybrid of proactive sales and diligent account retention, focused on the Auto and Home insurance sectors. You will be responsible for pitching tailored policies to new prospects while managing a high-priority billing and renewal workflow for existing clients. The ideal candidate represents the agency’s prestigious reputation through polished communication and a systematic approach to portfolio management.

Schedule

• Monday - Friday, 09:00 AM - 05:00 PM San Jose, CA Time, with 30 minutes paid break (40 hours per week)

Responsibilities

• Sales & Revenue Growth: Execute outbound sales calls to prospects, pitching tailored insurance policies and converting leads into active policyholders to meet growth targets.
• Billing & Portfolio Retention: Manage a prioritized workflow based on renewal dates; engage clients via phone to secure pending payments and finalize all necessary billing documentation.
• Communication & Client Relations: Provide high-level service in both Spanish and English; represent the agency’s reputation through friendly, polished, and expert communication.
• Administrative Operations: Document all client interactions with precision to maintain an accurate audit trail and support the general administrative lifecycle of client accounts.
• Follow-up Management: Maintain a persistent follow-up schedule until all financial and administrative requirements for client coverage are resolved.

Requirements

• Bilingual Mastery: Professional-level fluency in both English and Spanish.
• Industry Expertise: A solid professional background within the Auto or Home Insurance sectors.
• Sales Aptitude: Proven ability to handle outbound sales calls and the persistence required to close deals.
• Tech Savvy: Proficiency in Google Workspace (Docs, Sheets, Drive) and a readiness to be trained on specialized insurance software.
• Organizational DNA: Highly comfortable working within structured, systematic processes and following prioritized task lists.

Qualifications

• Relevant educational background or equivalent professional experience.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations 

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.