Bilingual Insurance Sales & Client Services Specialist

Durand Insurance & Financial Services; Gaithersburg (MD); On-site; USD 45,000 - 65,000; Full time

Job summary

State Farm Agent Team Member in Gaithersburg seeks a bilingual Client Account Representative to deliver outstanding service, manage policy changes, and identify cross-sell opportunities. You will build lasting relationships with customers while ensuring accurate account servicing and compliance with all regulations.

Ideal candidates are fluent in English and Spanish, possess strong communication skills, and have a customer-service 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

Communication

Problem-solving

Sales experience

Customer service

Job description

State Farm Agent Team Member in Gaithersburg seeks a bilingual Client Account Representative to deliver outstanding service, manage policy changes, and identify cross-sell opportunities. You will build lasting relationships with customers while ensuring accurate account servicing and compliance with all regulations.

Ideal candidates are fluent in English and Spanish, possess strong communication skills, and have a customer-service mindset.