Bilingual Insurance Office Coordinator → Licensed Service & Sales Role (Allstate Agency)

Daniela Mercado•Stamford, CT

2d•$40,000 - $50,000•Hybrid

About The Position

This is an entry-level, part-time role with a clear path to becoming a full-time Licensed Service Agent within 21 days. The position starts as an Insurance Office Coordinator, focusing on administrative tasks and client service, and transitions to a licensed role where client interaction is viewed as an opportunity for sales, identifying needs, generating referrals, and contributing to agency growth. The role offers uncapped earning potential and opportunities for advancement within the agency.

Requirements

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
Willing to get licensed within 90 days
Comfortable speaking with clients or identifying opportunities

Nice To Haves

Someone looking for a task-only admin/secretarial role
Someone not willing to get licensed within 90 days
Someone uncomfortable speaking with clients or identifying opportunities

Responsibilities

Be the first point of contact for clients (phone, in-person, and online)
Handle administrative tasks: 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 them to licensed agents
Learn how to turn everyday conversations into revenue opportunities
Manage client relationships and service needs
Generate referrals, cross-sell, and identify gaps in coverage
Contribute directly to agency revenue and growth