Licensed Bilingual P&C Insurance Advisor | Sales & Service

A Warmath Insurance Group; Joshua (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Mon-Fri Schedule

Career Growth Opportunities

Health Insurance

Retirement Plan

Job summary

Angela Warmath Allstate Agency in Joshua, TX is seeking an experienced Bilingual Insurance Representative to join our team. This is a sales plus service role for a licensed P&C insurance professional who can provide outstanding customer service while proactively selling, cross-selling, and growing existing client accounts.

You will handle policy changes, conduct policy reviews, identify gaps, and upsell products.

Qualifications

• Valid P&C Insurance License - REQUIRED.
• Minimum 1 year of P&C Insurance experience - REQUIRED.
• Bilingual Spanish/English preferred.
• Willing to work full-time in Joshua, TX office.
• Strong cross-selling and closing skills; outbound calling experience.

Responsibilities

• Service existing clients and process policy changes.
• Conduct 25+ policy reviews per month.
• Follow the agency's Asset 360 review process.
• Identify coverage gaps and recommend additional protection.
• Cross-sell and upsell insurance products.
• Write and close a minimum of 10 VC items per month.
• Follow up on leads, quotes, and sales opportunities.
• Assist clients with claims, inspections, billing, and policy questions.
• Build strong relationships that improve client retention and account growth.

Skills

Bilingual Spanish/English

Outbound calling

Sales experience

Communication skills

Education

P&C Insurance License

Job description

Angela Warmath Allstate Agency in Joshua, TX is seeking an experienced Bilingual Insurance Representative to join our team. This is a sales plus service role for a licensed P&C insurance professional who can provide outstanding customer service while proactively selling, cross-selling, and growing existing client accounts.

You will handle policy changes, conduct policy reviews, identify gaps, and upsell products.