Auto Insurance Advisor – 4-40 Licensed, Bilingual

Palm Aire Professional Services, LLC; Fort Lauderdale (FL); On-site; USD 23,000 - 28,000; Full time

Benefits offered by this job

Commission opportunities

Job summary

Palm Aire Professional Services, LLC is seeking an Insurance Agent with an active 4-40 license to join our Coral Gables team. The role emphasizes customer service, policy guidance, and auto insurance knowledge in a client-focused environment.

Responsibilities include handling inquiries, providing quotes, processing policies, and following up with leads while delivering clear explanations of coverage options. Fluency in Spanish is required to effectively serve our diverse client base.

Qualifications

• Active and valid Florida 4-40 Customer Representative license.
• Previous experience working in auto insurance is required.
• Strong knowledge of auto insurance policies, coverage options, and customer service procedures.
• Fluent Spanish is required.
• Conversational English is preferred.
• Excellent verbal and written communication skills.
• Strong customer service and interpersonal skills.
• Ability to explain insurance information clearly and professionally.
• Basic computer skills and the ability to learn and use insurance agency management systems.
• Ability to work independently while also contributing to a team environment.
• Professional attitude, reliability, and a willingness to learn and grow within the company.
• Sales-oriented mindset and ability to follow up with leads and work toward business goals.

Responsibilities

• Answer incoming phone calls and provide professional customer service to new and existing clients.
• Assist customers with questions regarding auto insurance policies, coverage options, premiums, and payment requirements.
• Prepare and provide auto insurance quotes based on clients’ needs and available insurance options.
• Explain coverage options, policy details, and basic insurance requirements to help clients make informed decisions.
• Assist customers throughout the application process and with the issuance of new insurance policies.
• Follow up with prospective clients, pending quotes, and customers who are interested in purchasing or updating their coverage.
• Process policy payments, renewals, endorsements, and other insurance-related transactions.
• Review and maintain accurate customer information, policy records, and supporting documentation in the company’s system.
• Assist clients with policy changes, general inquiries, and routine service requests.
• Maintain consistent communication with clients to support customer satisfaction and retention.
• Work closely with team members to ensure efficient daily operations and timely follow-up.
• Support the company's sales and service goals by identifying customer needs and providing appropriate insurance solutions.

Skills

Customer service

Communication skills

Organizational skills

Multitasking

Sales mindset

Team collaboration

Independent work

Job description

Palm Aire Professional Services, LLC is seeking an Insurance Agent with an active 4-40 license to join our Coral Gables team. The role emphasizes customer service, policy guidance, and auto insurance knowledge in a client-focused environment.

Responsibilities include handling inquiries, providing quotes, processing policies, and following up with leads while delivering clear explanations of coverage options. Fluency in Spanish is required to effectively serve our diverse client base.