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The Richard Group Agency is a dynamic insurance agency dedicated to delivering outstanding service and tailored insurance solutions to our clients. We are looking for motivated and driven individuals to join our team and contribute to our success in offering exceptional property, casualty, and life insurance products.

Job title:
Bilingual Insurance Sales & Customer Service Professional — This role focuses on both customer service and new sales growth. It is designed for a licensed insurance professional who thrives in a fast-paced environment, is bilingual in English and Spanish or English and Portuguese, and has a passion for relationship management and insurance sales. The ideal candidate will provide exceptional service to existing clients while actively contributing to agency growth by producing at least 20 new insurance items per month.

Apply today to be part of a growing team that values hard work, dedication, and results!

What We Offer:

• $70,000-$90,000 annually (base + commission)
• Team-based performance bonuses
• Health, dental, and vision insurance
• 401(k) with employer contributions
• Paid time off (PTO) and holidays
• Ongoing training and career development opportunities
• Transparent commission structure with no chargebacks or commission limits
• Opportunities for growth, training, and professional development
• Collaborative and supportive team environment

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Vision Insurance

Mon-Fri Schedule

Retirement Plan

Responsibilities

• Customer Service
• Manage inbound calls and service requests, resolving client needs quickly and accurately
• Educate clients on insurance coverage options, discounts, and policy changes
• Conduct policy reviews and identify opportunities for cross-selling or upselling additional products (auto, home, life, umbrella, renters, etc.)
• Handle billing questions, endorsements, and insurance policy changes in line with company procedures

Sales & Production

• Meet or exceed the monthly goal of 20 new insurance items
• Cross-sell to current clients and work agency-provided leads and referrals to generate new business
• Actively engage with clients in both English and Spanish/Portuguese to expand market reach
• Ask for referrals and network within the community to drive sales
• Follow up with prospects and maintain accurate notes in agency systems

Requirements

• Active Property & Casualty (P&C) License required
• Bilingual in English and Spanish OR English and Portuguese required
• Minimum 1 year of prior insurance experience (sales or service)
• Strong customer service and relationship-building skills
• Proven ability to work independently and meet production goals
• Excellent verbal and written communication skills
• Comfortable with technology and agency management systems
• Ability to engage in social media marketing and networking efforts (preferred)
• Must be authorized to work in the U.S.

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