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Bilingual Licensed Customer Service Rep - (English/Spanish)

$26 - $35 per hour
Full-time

Carlson and Associates Insurance Agency

Job Description

Job Description

Insurance Sales Representative (In-Office)

Carlson & Associates – An Allstate Insurance Agency
Full-Time | Hourly + Commission | In-Office

About Carlson & Associates

We’re a high-performance insurance agency that believes service = sales opportunity .

Every client interaction matters. We don’t just “service policies”—we identify gaps, create value, and help clients make better decisions using a proven framework.

Compensation & Benefits

Pay: $26-$35 per hour (Hourly + Commission)

Comprehensive Benefits Package:

  • Medical, Dental, and Vision Insurance
  • Voluntary Benefits

Time Off & Work-Life Balance:

  • Paid Holidays
  • Paid Sick Time

Financial Security & Retirement:

  • Retirement Savings Plan with up to a 2% Company Match
  • Short Waiting Period for Retirement Benefits

What We’re Looking For

We’re searching for hard-working, motivated individuals ready to build a rewarding career. At Carlson & Associates, your growth matters — and we’ll support you every step of the way.

Position Summary

The ideal candidate will have a strong sales mentality , a desire to succeed , and excellent organizational and interpersonal skills . This is an in-office position .

Key Responsibilities

  • Assist walk-in clients and handle inbound service calls
  • Process policy changes, payments, and coverage questions
  • Identify coverage gaps and recommend solutions
  • Cross-sell and round out accounts (auto, home, umbrella, etc.)
  • Follow a structured conversation framework on every interaction

What You’ll Be Responsible For (Sales Impact)

  • Turning service conversations into coverage reviews
  • Generating referrals and identifying household opportunities
  • Supporting retention by strengthening client relationships
  • Contributing to agency revenue—not just admin work

What Makes This Role Different

Most service roles are reactive. This one isn’t.

You’ll be trained to:

  • Turn routine service calls into revenue opportunities
  • Ask the right questions to uncover missing coverage
  • Confidently recommend solutions—not just process requests

Qualifications

  • High School Diploma or GED
  • Insurance Sales experience required
  • Bilingual (Spanish/English)
  • Valid Personal Lines or Property & Casualty License in California
Vacancy posted 25 days ago
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