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I need a fluent Spanish–speaking agent to take full ownership of our policy renewals, cancellations, follow-ups, and cross-selling initiatives within my insurance business. You’ll be making outbound calls, responding to inbound queries, and updating everything in our cloud CRM as you go. An intermediate grasp of insurance terminology, coverage limits, endorsements, and typical objection-handling scenarios is essential; I want you to feel comfortable clarifying benefits and guiding customers through mid-level policy questions without constant supervision. Three core skills drive success in this seat: • Problem-solving – quickly pinpoint coverage gaps or billing issues and present workable solutions. • Empathy – keep conversations human, especially when clients feel anxious about price changes or claims history. • Multitasking – juggle the dialer, CRM notes, and knowledge base tabs while keeping your tone warm and confident. Daily output will include: • A clean, timestamped call log with outcomes marked (renewed, cancelled, call-back set, cross-sold). • Updated customer records in the CRM with accurate policy details. • A short end-of-shift summary highlighting wins, escalations, and any process blockers you spot. If you’re ready to jump on the phones and help our Spanish-speaking policyholders feel valued while boosting retention and upsell revenue, let’s talk.
Project ID: 40381660
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8 freelancers are bidding on average $12 USD/hour for this job

With a superb blend of project management skills and practical experience in customer service, I believe I am the perfect fit for your Spanish Insurance Renewal Agent role. My team at Zayer Tech focuses on delivering bespoke solutions that drive efficiency and innovation, two crucial aspects that this position requires. Moreover, I understand that successful insurance renewals require not just bilingual competency but also an intermediate understanding of insurance terminology. My years in data entry and sales have given me valuable insight into policy handling which helps me effectively handle coverage gaps or billing issues – offering not just clarifications but also feasible solutions. Trust me with your Spanish-speaking policyholders; I will ensure they feel valued, boosting retention and upsell revenue for your business while providing clear daily reports on my activities and observations to maintain transparency.
$5 USD in 40 days
6.8
6.8

Hello, nice to meet you. I’m very interested in joining your team and taking full responsibility for renewals, cancellations, follow-ups, and cross-selling initiatives within your insurance business. I have previous experience working at an insurance company in both sales and legal areas, which gave me a solid understanding of policies, coverage limits, endorsements, and client advisory. I have also directly advised clients, helping them understand their options and make informed decisions with clarity and confidence. I am comfortable handling outbound and inbound calls in Spanish, managing objections, and solving problems by identifying coverage gaps or billing issues and offering practical solutions. I always maintain an empathetic and professional tone, especially when clients feel concerned about pricing changes or claims history. I am used to working with cloud-based CRMs, keeping accurate and well-structured records, managing multiple tasks at once, and providing clear daily summaries of results and challenges. I bring organization, reliability, and a results-driven mindset, focused on improving client experience, increasing retention, and generating natural cross-sell opportunities. I’d be glad to discuss how I can contribute to your team.
$8 USD in 40 days
2.7
2.7

Yes! You are on the right bid. I have read all project details and descriptions regarding Spanish Insurance Renewal Agent I will save your time by letting my work speak for you. If I am lucky enough to get your attention, please feel free to reach me so we can spend 10-15 minutes and discuss everything ;) You can check my portfolio and reviews regarding your Project: https://www.freelancer.pk/u/Q@d33rM3hdi Best regards! Qadeer Mehdi!
$50 USD in 19 days
1.0
1.0

Mi objetivo es estabilizar y retener al capital humano en un entorno de alta presión, tengo la disciplina y la psicología necesaria para gestionar la retención de pólizas de seguros, transformando una intención de cancelación en una oportunidad de fidelización
$8 USD in 40 days
0.0
0.0

Hi, I'm confident I can take full ownership of your policyholder portfolio. I already possess the three core pillars you're looking for, and I'm a native Spanish speaker. I focus on finding solutions within coverage limits, bridging gaps, and identifying cross-selling opportunities that genuinely benefit the client. I'm comfortable handling a high-volume dialer, updating CRM records in real time, and navigating knowledge bases without losing a warm and confident tone. When would be a good time to connect for a brief call? Best regards, Mauricio
$10 USD in 40 days
0.0
0.0

Hi, I’m an insurance professional with experience in claims management, policy handling, and working with international brokers and insurers. I’ve managed structured workflows involving customer communication, documentation, and end-to-end case resolution. I am fluent in Spanish, English, and Italian, and fully comfortable handling Spanish-speaking policyholders in a clear, empathetic, and solution-oriented way. I’m experienced in: • Explaining coverage, policies, and adjustments clearly • Handling renewals, cancellations, and objections • Managing CRM systems with accurate and structured data • Multitasking between calls, notes, and workflows without losing accuracy I would be confident taking full ownership of renewals and retention processes while ensuring a strong customer experience and supporting upsell opportunities. Available to start immediately. Best regards Eloy
$5 USD in 40 days
0.0
0.0

Hola, soy Dorenis Huelgos, profesional con 12 años de trayectoria en atención al cliente, ventas y cobranzas, ideal para gestionar con total autonomía sus renovaciones, seguimientos y ventas cruzadas. Poseo un dominio sólido en el manejo de objeciones y terminología de seguros, asegurando conversaciones empáticas que transforman la ansiedad del cliente en confianza y retención. El alcance incluye la gestión completa de llamadas salientes/entrantes y actualización rigurosa del CRM en la nube, operando con equipo de alto rendimiento y fibra óptica para garantizar nitidez en cada contacto. Entrego diariamente un registro de llamadas detallado y un resumen ejecutivo de logros u obstáculos, cumpliendo con sus métricas de ventas adicionales sin necesidad de supervisión constante. Tengo disponibilidad inmediata para integrarme a su flujo de trabajo, realizar revisiones de avances y recibir feedback para optimizar la tasa de renovación de su cartera. Soy una agente resolutiva y multitarea, lista para representar su negocio de seguros con calidez, seguridad y resultados desde el primer día.
$4 USD in 40 days
0.0
0.0

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