Bilingual Personal Lines Advisor — Spanish | Service & Growth

Insureone-Insurance-Services-America-LLC-1; Town of Monroe (NY); On-site; USD 40,000 - 71,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

401K with employer match

Paid time off including holidays

Annual incentive trip

Fitness perks

Employee assistance program

Disability and critical illness

Pet insurance

Job summary

InsureOne in Monroe, NY is seeking a bilingual Personal Lines Service Consultant to service and retain an existing book of business. The role focuses on advising clients on coverages, processing endorsements and cancellations, and generating cross-sell opportunities while delivering a white-glove experience.

Fluency in Spanish is required. A high school diploma and 1+ year of customer service experience are expected; license support will be provided to obtain a Property & Casualty license within

Qualifications

• Fluency in Spanish is required.
• High school diploma or equivalent.
• 1+ years of customer service experience.
• Excellent attention to detail and organizational skills.
• Ability to work independently and on a team.
• Precise verbal and written communication skills.

Responsibilities

• Manage a book of business with growth and retention while delivering service.
• Conduct consultative conversations to address coverage needs.
• Generate cross-sell, referral, and up-sell opportunities.
• Handle billing, endorsements, and document requests per guidelines.
• Meet personal/service targets as assigned.
• Support WE CARE values and the sales culture.

Skills

Fluency in Spanish

Customer service

Education

High school diploma or equivalent

Job description

InsureOne in Monroe, NY is seeking a bilingual Personal Lines Service Consultant to service and retain an existing book of business. The role focuses on advising clients on coverages, processing endorsements and cancellations, and generating cross-sell opportunities while delivering a white-glove experience.

Fluency in Spanish is required. A high school diploma and 1+ year of customer service experience are expected; license support will be provided to obtain a Property & Casualty license within