Insurance Sales & Account Specialist

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 agencys prestigious reputation through polished communication and a systematic approach to portfolio management.

Job Highlights

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

Work Arrangement: Work from home

Contract: Independent Contractor

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 agencys 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.

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  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

HMO Coverage for eligible locations

Permanent work from home

Immediate hiring

Steady freelance job

Side Note

This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.

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.