Bilingual Hybrid Account Representative - Spanish

POSITION OVERVIEW

As a Bilingual Hybrid Account Representative - State Farm Agent Team Member , your role is to deepen, protect, and expand relationships inside our existing book of business by selling through service and leading with heart.

You proactively reach out to current policyholders, uncover gaps, and deliver protection across Auto, Fire, Life, Health and Commercial products. You turn every single policy into a lifelong portfolio and retention event. You champion what our customers have and show them whats missing.

Our Mission is to deliver peace of mind, protect the communities of our loyal customers, and fiercely champion those we serve when it matters most. We engage in multiple verticals through proven premium marketing strategies. It is our obligation to serve as many households as we can.

Our Core Values are the backbone of our business and guide our hiring process: we are enthusiastic, disciplined, intentionally excellent, demonstrate extreme ownership, aligned, committed to our mission and possess a growth mindset that drives results and embraces the journey. Our team is based out of Atlanta, GA and serves AL, FL, GA, SC and TN. The number of communities we serve is growing by the day.

OBJECTIVES

SALES ACTIVITY, PROSPECTING AND PIPELINE

You are responsible for following the roadmap to hit our sales targets:

• Quote 100 households per month of various auto, fire, life and health products.
• 20 life quotes per month
• 20 health quotes per month

You are responsible for team and individual results in the following manner:

• Contribute to team prospecting approach for contacting new leads driven by various marketing sources
• Contribute to team prospecting approach for answering inbound calls driven by various marketing sources
• Contribute to team and individual results by following up with your existing pipeline

CUSTOMER CENTRIC OUTREACH FOR COVERAGE GAPS

• Proactively contact existing policyholders to uncover unaddressed needs
• Use data, life events, and billing triggers to prioritize outreach strategy
• Conduct household-level reviews to identify coverage gaps across Auto, Fire, Life, Health, Commercial, and Multiline products
• Ensure every customer interaction strengthens trust and loyalty

LAPSE/CAN PREVENTION AND RETENTION

• Intervene early on at-risk policies to prevent lapses or cancellations
• Re-engage disengaged customers and rebuild trust before any policy lapse occurs
• Partner with our service team to ensure a seamless, high-quality customer experience
• Track and monitor retention metrics per household

OPERATIONAL DISCIPLINE AND FOLLOW THROUGH

You are responsible for upholding team and individual standards in the following manner:

• Acknowledge and resolve direct customer and teammate inquiries, escalations, and issues in 60 minutes or less
• Maintain complete and accurate CRM documentation for every customer interaction
• Complete follow-ups, tasks, and action items on time
• Adhere to internal workflows, processes, and compliance standards
• Ensure no household or opportunity is overlooked, leaving no open loops

PERSONAL GROWTH AND TEAM CONTRIBUTION

• Continuously develop sales and customer management skills through coaching, roleplay, and training with the CGOO
• Share best practices and collaborate with teammates to improve team-wide execution
• Embrace feedback and immediately implement improvements
• Contribute positively to org and Hybrid culture by modeling empathy, professionalism and initiative

CORE COMPETENCIES

• Emotional intelligence
• Empathy
• Trust builder
• Retention mindset
• Growth mindset
• Solution selling
• Cross-selling
• Pipeline and prospecting management
• Process discipline
• Problem-solving
• Follow-through
• Self-starter
• Coachable
• Resistant to pressure
• Resilient and adaptable
• Knowledge seeker
• Strong listener and communicator
• Professional integrity
• Ownership and accountability

EDUCATION AND EXPERIENCE

We do not have a specific education requirement.

Although we are most interested in assessing will vs skill (we have a track record of developing inexperienced sales producers into top national producers), we desire at least one year of relevant industry experience if applying for a remote position (outside of metro Atlanta).

Fully licensed (active Property & Casualty AND Life & Health licenses) is preferred but not required to start. We will help with specific line of business licensing and the non-residency licensing process.

PHYSICAL REQUIREMENTS

You are required to work at a desk when executing your D2D. Although youre only required to work from the hours of 9a 5p ET, Monday Friday, our top producers put in more time to hit self-generated targets, weekends included.

We are well-versed in rising desks and walking pads and will make recommendations upon request.

You will be required to travel (we are obligated for room and board expenses), to our home base in Atlanta up to once per quarter.

COMMITMENT TO DIVERSITY

At Barracliff Agency, we believe diversity is strength. A workforce that reflects the communities we serve regardless of across race, ethnicity, gender, gender identity, sexual orientation, religion, national origin, age, and ability is essential to building a world-class, ethical business.

We hire talent at all levels based on ability, drive, and character, and actively foster inclusion in every interaction: with our team, our customers, our candidates, and our business partners.

Diverse perspectives are more than welcomed on our team. They are expected, respected and celebrated and unify us.

APPLY NOW

If this role grabbed your attention, we want to hear from you. Submit your resume, and youll receive a link via email to complete a short assessment before our first conversation. This ensures every step is intentional and focused.

Already in the process? Direct questions or follow-ups to Jeff Grimoldi at [email protected] .

Were looking for people ready to step in, stand out, and own their impact. If thats you, apply now.

REQUIREMENTS:

• Bilingual Spanish/English (required)
• Resident Property & Casualty license (must be able to obtain)
• Resident Life and Health license (must be able to obtain)
• Must be able to obtain resident GA and non-resident AL, FL, SC and TN licenses (required)
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• People-oriented
• Organizational skills
• Self-motivated
• Detail oriented
• Proactive in problem solving
• Dedicated to customer service
• Able to learn computer functions
• Pride in getting work done accurately and timely
• Ability to work in a team environment
• Ability to multi-task
• Provide timely and thorough activity reports to agent
• Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education

If this role grabbed your attention, we want to hear from you. Submit your resume, and youll receive a link via email to complete a short assessment before our first conversation. This ensures every step is intentional and focused.

Already in the process? Direct questions or follow-ups to Jeff Grimoldi at [email protected] .

Were looking for people ready to step in, stand out, and own their impact. If thats you, apply now.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.