Bilingual Insurance Advisor (English/Spanish)

Durand Insurance & Financial Services; Rockville (MD); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Hiring bonus

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

State Farm agent team in Rockville is seeking a bilingual Customer Service Representative to serve as a Client Account Representative, helping clients with insurance needs and building lasting relationships.

You will assist clients with policy changes, billing questions, claims support, and account servicing, while identifying opportunities to cross-sell and recommend additional products based on customer needs. This role emphasizes excellent communication and a client-first mindset.

Qualifications

• Fluent in English and Spanish (spoken and written).
• Communication and problem-solving skills.
• Self-motivated with a positive attitude and strong work ethic.
• Sales or customer service experience preferred.
• Ability to handle high-stress situations calmly.

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)

Job description

State Farm agent team in Rockville is seeking a bilingual Customer Service Representative to serve as a Client Account Representative, helping clients with insurance needs and building lasting relationships.

You will assist clients with policy changes, billing questions, claims support, and account servicing, while identifying opportunities to cross-sell and recommend additional products based on customer needs. This role emphasizes excellent communication and a client-first mindset.