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Insurance Referral Coordinator

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Miami

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Category:
Insurance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

We are looking for a dedicated Insurance Referral Coordinator to join our team in Miami, Florida. In this long-term contract position, you will play a key role in assisting clients with their insurance needs, including auto, life, and home policies. This opportunity is ideal for bilingual professionals who thrive in a sales-driven environment and are motivated by commission-based earnings.

Job Responsibility:

  • Guide clients through the process of selecting and purchasing auto, life, and home insurance policies that best suit their needs
  • Build strong relationships with customers to ensure excellent service and long-term satisfaction
  • Utilize bilingual communication skills to effectively assist a diverse clientele
  • Schedule and manage appointments with potential and existing clients
  • Maintain accurate records of client interactions and insurance sales
  • Provide detailed explanations of policy options and benefits
  • Collaborate with team members to achieve sales goals and improve overall performance
  • Assist clients with referrals and navigate them through necessary insurance processes
  • Ensure compliance with company policies and industry regulations
  • Stay updated on insurance products and market trends to offer informed recommendations

Requirements:

  • Proven experience in insurance sales or a related field
  • Bilingual proficiency to effectively communicate with a diverse range of clients
  • 440 License or 220 License
  • Ability to explain complex insurance policies in a clear and concise manner
  • Excellent interpersonal and customer service skills
  • Self-motivated with a commitment to achieving sales targets
  • Familiarity with industry regulations and compliance
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
March 13, 2026

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