Bilingual Licensed Customer Service Rep - (English/Spanish)

Job Description

Job Description

Insurance Sales Representative (In-Office)

Carlson & Associates – An Allstate Insurance Agency
Full-Time | Hourly + Commission | In-Office

About Carlson & Associates

We’re a high-performance insurance agency that believes service = sales opportunity.

Every client interaction matters. We don’t just “service policies”—we identify gaps, create value, and help clients make better decisions using a proven framework.

Compensation & Benefits

Pay: $28-$35 per hour (Hourly + Commission)

Comprehensive Benefits Package:

• Medical, Dental, and Vision Insurance
• Voluntary Benefits

Time Off & Work-Life Balance:

• Paid Holidays
• Paid Sick Time

Financial Security & Retirement:

• Retirement Savings Plan with up to a 2% Company Match
• Short Waiting Period for Retirement Benefits

What We’re Looking For

We’re searching for hard-working, motivated individuals ready to build a rewarding career. At Carlson & Associates, your growth matters — and we’ll support you every step of the way.

Position Summary

The ideal candidate will have a strong sales mentality, a desire to succeed, and excellent organizational and interpersonal skills. This is an in-office position.

Key Responsibilities

• Assist walk-in clients and handle inbound service calls
• Process policy changes, payments, and coverage questions
• Identify coverage gaps and recommend solutions
• Cross-sell and round out accounts (auto, home, umbrella, etc.)

What You’ll Be Responsible For (Sales Impact)

• Turning service conversations into coverage reviews
• Generating referrals and identifying household opportunities
• Supporting retention by strengthening client relationships
• Contributing to agency revenue—not just admin work

Qualifications

• High School Diploma or GED
• Insurance Sales experience required
• Bilingual (Spanish/English)
• Valid Personal Lines or Property & Casualty License in California