Bilingual Licensed Onboarding and Renewal Specialist John Wanderscheid Insurance LLC Tigard, OR Job Details Part-time | Full-time $65,000 - $80,000 a year 18 hours ago Benefits Paid holidays 401(k) Paid time off Opportunities for advancement Qualifications Spanish Customer communication Financial sales English Insurance sales Full Job Description Job Overview Are you an ambitious and dynamic individual with a passion for sales and customer service and a track record of success? We're seeking a motivated bilingual Licensed Inside Sales Representative to join our thriving team! The Onboarding and Renewal Specialist plays a key role in strengthening customer relationships and driving agency growth by conducting proactive policy reviews with clients at renewal. This position focuses on identifying coverage gaps, educating customers, optimizing existing policies—including transitioning clients from legacy products to newer solutions—and uncovering cross-sell opportunities across multiple lines such as auto, home, life, and retirement products. The ultimate goal is to deepen household relationships, improve retention, and increase customer value. We are looking for self-driven individuals who are ''A'' players and want to make a great living! Our work environment is fast-paced, upbeat, and results-driven. You must have an active P&C or personal lines license for this position. Our training and resources are top-notch and if you have what it takes, we will take care of getting you up to speed. Your main goal will always be to put the prospect's best interest first in order to properly protect them. If you are looking for a career on a high-performing team that cares about people, we want to talk to you! Why Join Us? Competitive base salary and uncapped commission structure Comprehensive training and ongoing professional development Exciting incentives and bonuses for top performers Collaborative and supportive team environment Opportunity for rapid career advancement Cutting-edge technology and resources to enhance your sales strategies Make a positive impact by helping clients protect what matters most We offer a base salary + commission + team bonus. We also offer paid holidays, generous PTO,, 401K and 8-5 hours Monday through Friday. If you are a successful retail sales associate or customer service representative looking for a regular schedule and a great work life balance this could be the opportunity for you.

Salary Range:

$65,000.00 - $80,000.00 per year Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Retirement Plan Mon-Fri Schedule Hands on Training Evenings Off Career Growth Opportunities Requirements Active P&C or Personal Lines Insurance License for Oregon and Washington Bilingual in Spanish and English Proven track record of success in insurance sales & service Excellent communication and interpersonal skills Goal-oriented and self-motivated Ability to thrive in a fast-paced environment Coachable Team Player The Wanderscheid Agency's core values are having a positive mindset, being customer-focused, coachable, self-driven, and a team player. We lead with these core values every day which allows our team members to genuinely enjoy being a part of the agency and their team in order to provide excellence for our clients and each other. Responsibilities Customer Engagement & Policy Reviews Onboard and welcome new customers to the agency to ensure accuracy and proper coverage and high retention. Proactively contact customers prior to policy renewal to schedule and complete coverage reviews Educate clients on their current policies, coverage options, and any changes impacting their policies Identify gaps, outdated coverage, or opportunities to better align policies with current needs Policy Optimization & Product Modernization Evaluate existing policies for opportunities to transition customers from legacy or outdated products to newer, more competitive offerings Clearly explain the benefits of updated products, including coverage enhancements, pricing advantages, and long-term value Manage the transfer process to ensure a seamless customer experience with minimal disruption Ensure all changes are compliant and in the best interest of the customer Cross-Selling & Account Rounding Identify opportunities to offer additional products, including home, renters, boat, motorcycle, RV, umbrella, life, and retirement solutions Present tailored recommendations based on household needs, life events, and financial goals Retention & Relationship Management Build strong, long-term relationships through consultative, needs-based conversations Reinforce the value of staying with the agency by aligning coverage with evolving customer needs Proactively address concerns and reduce policy cancellations Pipeline & Activity Management Maintain a structured renewal pipeline and follow-up schedule Document all policy reviews, recommendations, transfers, and outcomes in the agency management system Track activity related to renewals, cross-sells, and product transitions Compliance & Product Knowledge Stay current on product updates, legacy-to-new product transitions, underwriting guidelines, and compliance standards Ensure all recommendations are accurate, ethical, and aligned with agency and regulatory requirements. About Us John Wanderscheid Insurance LLC, a dynamic Allstate agency, empowers clients in Tigard/Portland with tailored insurance solutions. We cultivate a professional, community-focused culture, committed to exceptional service and building lasting relationships. Join our thriving team and help protect what matters most!