(Bilingual Spanish) Account Manager

The Juris Agency

Phoenix (AZ)

On-site

USD 40,000 - 60,000

Full time

14 days+

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Benefits offered by this job

Paid Time Off (PTO)
Flexible Schedule
Health Insurance
Career Growth Opportunities
Retirement Plan

Job summary

Luisa Samuel - State Farm Agency in Phoenix, AZ is seeking a confident, experienced Sales Representative to join our team. In this full-time role, you will sell and promote our insurance products and deliver exceptional service to clients.

You will build relationships, present tailored coverage options, and work with our team to help clients protect what matters most. Fluency in English and Spanish is required, and prior customer service or sales experience is preferred.

Qualifications

  • Strong interpersonal skills and ability to build rapport quickly.
  • Experience in sales, customer service, or financial services is preferred.
  • Willingness to learn, be coachable, and maintain a positive attitude.

Responsibilities

  • Connect with prospective clients to understand their needs and provide tailored insurance solutions.
  • Maintain and nurture existing client relationships through regular check-ins and policy reviews.
  • Process policy changes and service requests with accuracy and care.
  • Educate policyholders on coverage options to ensure confidence and protection.
  • Identify gaps in coverage and proactively offer appropriate solutions.
  • Collaborate with the team to reach agency growth goals and maintain a welcoming atmosphere.
  • Develop insurance quotes, make sales presentations, and close sales.

Skills

Interpersonal skills
Sales experience
Customer service

Education

Associate's degree

Job description

Job Description

Join us and grow your career to new heights. Luisa Samuel - State Farm Agency in Phoenix, Arizona, is looking for a confident, experienced Sales Representative to join our team. In this Full-Time position, you will be responsible for selling and promoting our products. We are a dedicated and driven team with a focus on providing each of our customers with amazing customer service. If you are looking for a new opportunity to grow, this may be the role for you. Your positive attitude and knowledge of products and services will make you an amazing asset to our customers. If you are ready to grow your sales career,

Benefits
  • Paid Time Off (PTO)
  • Flexible Schedule
  • Health Insurance
  • Career Growth Opportunities
  • Retirement Plan
Responsibilities

Connect with prospective clients to understand their needs and provide tailored insurance solutions.

Maintain and nurture existing client relationships through regular check-ins and policy reviews.

Process incoming requests and service changes with accuracy and care.

Educate policyholders on coverage options to ensure they feel confident and protected.

Identify gaps in coverage and proactively offer appropriate solutions that add value to the client's situation.

Collaborate with the team to reach agency growth goals while maintaining a welcoming atmosphere.

Meet new business production goals and objectives as established.

Develop insurance quotes, make sales presentations, and close sales.

Process customer policy change requests.

Handle all incoming claim calls from customers and follow-up.

Maintain knowledge of new products and services.

Prospecting and generating new business through leads & referral sources.

Cold call, direct email and perform other lead generation activities.

Requirements

Fluent proficiency in both English and Spanish (required).

Prior experience in customer service, sales, or financial services.

Exceptional interpersonal skills with the ability to build rapport quickly.

Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.

Possess an upbeat, positive and enthusiastic attitude.

Be a great self-starter with a sense of urgency.

Proficiency to multi-task, follow-thru and follow-up.

Minimum education: Associate's degree

Ability to adapt to change, learn new things quickly, and work in a fast-paced environment.

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