Bilingual Account Manager (Property & Casualty Insurance)

Job Posting: Bilingual Account Manager (Property & Casualty Insurance)

JP Insurance Group

Full-Time

About Us:

JP Insurance Group is a growing, independent insurance agency dedicated to serving our community with personalized and professional service. We pride ourselves on building lasting client relationships and providing comprehensive coverage solutions in Property & Casualty, Life, and Health insurance. We are committed to fostering an inclusive environment that reflects the diverse population we serve.

The Opportunity:

We are seeking a highly motivated and experienced Bilingual Account Manager to join our dedicated team. The ideal candidate is fluent in both English and Spanish and will be responsible for managing a book of business, driving client retention, and identifying opportunities to cross-sell and up-sell. This role is crucial for our continued growth within the Spanish-speaking market.

Key Responsibilities:

• Client Relationship Management: Serve as the primary point of contact for an assigned book of Property & Casualty clients, ensuring a high level of satisfaction and retention.
• Bilingual Service & Sales: Effectively communicate complex insurance concepts, policies, and terms in both English and Spanish to diverse clients. Process policy changes, renewals, and endorsements accurately.
• Sales & Growth: Proactively identify sales opportunities from existing clients, quote new and renewal business, and assist walk-in and call-in prospects. Meet or exceed established production goals.
• Administrative & Compliance: Maintain accurate and detailed client records in the agency management system. Ensure all client interactions and transactions adhere to state and federal regulations.
• Claims Support: Act as a liaison between clients and carriers during the claims process, offering support and guidance in both languages as needed.

Qualifications:

• Licensure: Active Property & Casualty (P&C) license in Michigan. (Life & Health license is a plus).
• Bilingual Fluency: Native or near-native written and verbal fluency in both English and Spanish is required.
• Experience: Minimum of 3 years of experience in an Account Manager, CSR, or similar client-facing role within an insurance agency.
• Skills:
• Strong presentation and negotiation skills.
• Proficiency with agency management systems (e.g., EZLynx, Vertafore AMS360) and Microsoft Office Suite and Google Workspace
• Exceptional time management and organisational skills with a strong attention to detail.
• Client Focus: Demonstrated commitment to providing outstanding customer service and building strong, trusting relationships.

What We Offer:

• Competitive salary based on experience and performance.
• Commission and bonus structure.
• Paid time off and holidays.
• Opportunities for professional development and continuing education.

How to Apply:

Please submit your resume and a cover letter detailing your insurance experience and bilingual capabilities with the subject line: Bilingual Account Manager Application - [Your Name].

JP Insurance Group is an Equal Opportunity Employer.

Pay: $18.00 - $20.00 per hour

Expected hours: 40.0 per week

Benefits:

• Paid time off
• Parental leave

Work Location: In person