Bilingual Insurance Service/Retention Rep

At The Bautista Agency, our mission is simple: protect what matters most to our clients while making every interaction personal and meaningful. With over 12 years of leadership in the insurance industry, weve built a reputation for trust, integrity, and going the extra mile.

Our culture is rooted in positivity, teamwork, and growth, because when our team members succeed, our clients win. We believe in empowering you with the tools, training, and encouragement to do your best work every day.

We are seeking a motivated and customer-focused Bilingual Insurance Customer Care/Retention Representative to join our team. In this role, you will provide exceptional service, retain valued clients, and identify opportunities to enhance their coverage. You will work in a supportive and engaging office environment, benefiting from hands-on training, quality leads, and strong marketing support.

• Earnings average $40,000-$70,000
• Paid time off, health, and disability insurance
• Monday to Friday schedule, weekends off
• Hands-on training and career growth opportunities
• Supportive, positive workplace culture

If you are driven, bilingual in English and Spanish, and care passionately about helping clients protect what matters most, we encourage you to apply today!

Salary Range: $40000 - $70000.00 per year

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Weekends Off

• Assist customers over the phone, by email, and in person
• Call clients to review their policies before renewals
• Onboard and welcome new customers to the agency
• Build and Maintain long-term relationships with our clients
• Identify cross-sell opportunities to expand coverage
• Schedule appointments for our Life and Financial Specialist

• Bilingual in English and Spanish
• Prior insurance experience preferred
• Prior retention experience in a client success role preferred
• Excellent communication skills with an empathetic, client-focused approach
• Strong attention to detail and organizational skills
• Active insurance license or willing to obtain one (training and materials provided)