Bilingual Insurance Office Coordinator – Licensed Service & Sales Role

Allstate Financial Services, LLC

Bilingual insurance coordinator serving clients and managing policy administration at a Stamford Allstate agency. Transitioning into licensed service, referrals, cross-selling, and sales growth.

Posted 8/15/2026part-timeStamford • Connecticut • 🇺🇸 United StatesMid-LevelSenior💰 $40,000 - $50,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client relationship management and sales capabilities, with a focus on identifying opportunities and generating referrals. Proficient in accurate data entry, documentation, and billing processes, while maintaining a positive and organized approach to multitasking.

Highest-signal resume keywords

Fluent In SpanishProperty & Casualty Insurance LicensePersonal Lines Insurance LicenseClient Relationship ManagementSales Opportunity Identification

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data EntryDocumentationBillingPolicy UpdatesInspectionsService RequestsCross-SellingReferral GenerationCoverage Gap IdentificationRevenue Contribution

Soft Skills

Strong Communication SkillsPeople SkillsOrganizedDetail-OrientedMotivatedCoachableGrowth-OrientedMultitaskingPositive MindsetTeam-First Attitude

Certifications & Qualifications

Property & Casualty Insurance LicensePersonal Lines Insurance License

Industry Keywords

Client NeedsService NeedsInsuranceAgency RevenueAccount Manager

About the role

Key responsibilities & impact

Serve as the first point of contact for clients by phone, in person, and online
Handle paperwork, policy updates, inspections, and follow-ups
Ensure accurate data entry and documentation
Assist with billing, payments, and service requests
Identify client needs, uncover opportunities, and refer clients to licensed agents
Learn to turn everyday conversations into revenue opportunities
Obtain a Property & Casualty or Personal Lines Insurance License within 21 days
Transition from part-time Insurance Office Coordinator to full-time Licensed Service Agent
Manage client relationships and service needs
Generate referrals, cross-sell, identify coverage gaps, and contribute to agency revenue and growth
Progress toward Account Manager or sales roles with new business and uncapped earning potential

Requirements

What you’ll need

Fluent in Spanish (required)
Motivated, coachable, and growth-oriented
Strong communication and people skills
Organized and detail-oriented
Able to multitask and follow through
Comfortable identifying opportunities and contributing to sales
Positive, high-energy, team-first mindset
Must obtain a Property & Casualty or Personal Lines Insurance License within 21 days
Must be willing to get licensed within 90 days
Comfortable speaking with clients and identifying opportunities
Willing to commute to the office from within 15 miles of Stamford, CT

Benefits

Comp & perks

Bonus based on performance
Company parties
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Parental leave
Training & development
Vision insurance
Free food & snacks
Wellness resources
Uncapped earning potential across all roles
Activity-based bonuses tied to performance
Paid training
Health, dental, vision, and life insurance
3 weeks PTO + paid holidays + paid birthday off
Work-from-home flexibility once licensed and working independently
Office snacks + positive, high-energy environment
Ongoing training & development