Bilingual Client Account Advisor (Insurance Sales)

State Farm Agent; Silver Spring (MD); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Opportunity for advancement

Paid time off

Training & development

401(k)

Bonus based on performance

Competitive salary

Job summary

State Farm is seeking a bilingual Client Account Representative (English/Spanish) to be the main contact for customers, answering questions, processing policy changes, and recommending State Farm products. You will build lasting relationships while delivering outstanding service in a Gaithersburg, MD office.

Based in the agency, you will review coverage, assist with billing and claims, and look for cross-sell opportunities, all while upholding compliance and delivering a high standard of care.

Qualifications

• Bilingual in English and Spanish, both spoken and written.
• Communication and problem-solving skills.
• Sales or customer service experience preferred.
• Property & Casualty and/or Life & Health license preferred or willingness to obtain after hire.

Responsibilities

• Build and maintain strong customer relationships through exceptional service.
• Assist customers with policy changes, billing questions, claims support, and account servicing.
• Conduct policy reviews to ensure customers have the coverage that best fits their needs.
• Educate customers about State Farm insurance and financial service products.
• Identify opportunities to cross-sell and recommend additional products based on customer needs.
• Follow up with customers regarding quotes, renewals, and outstanding requests.
• Process customer requests accurately and maintain detailed account records.
• Work collaboratively with the agency team to achieve individual and office goals.
• Maintain compliance with State Farm guidelines and insurance regulations.

Skills

Bilingual English/Spanish

Communication

Problem-solving

Self-motivated

Sales experience

Customer service

Stress management

License preferred

Job description

State Farm is seeking a bilingual Client Account Representative (English/Spanish) to be the main contact for customers, answering questions, processing policy changes, and recommending State Farm products. You will build lasting relationships while delivering outstanding service in a Gaithersburg, MD office.

Based in the agency, you will review coverage, assist with billing and claims, and look for cross-sell opportunities, all while upholding compliance and delivering a high standard of care.