Bilingual Personal Lines Insurance Specialist

RAUL SUAREZ

Personal Lines Broker Agent Bilingual (English/Spanish)

**** *** ****** #*, ********, CA 91016 • 626-***-**** • ****-******@****.***

PROFESSIONAL SUMMARY

Results-driven insurance professional with 20+ years of experience across personal lines, commercial accounts, claims, and financial services. Proven track record in client retention, policy sales, and building lasting customer relationships. Bilingual (English/Spanish) with a strong ability to connect with diverse communities and drive business growth.

CORE COMPETENCIES

•Highly effective team player with superior organizational, research, and communication skills

•Strong sales acumen with a customer-first approach and proven ability to grow client relationships

•Bilingual in English and Spanish — able to serve a diverse client base

•Dedicated work ethic with a strong desire to learn and continuously improve

•Skilled at managing competing priorities and deadlines in fast-paced, multi-task environments

•Proficient in Windows, networking tools, QuickBooks, InstaPay, and Salesgenie

PROFESSIONAL EXPERIENCE

Farmers Insurance District

Property & Casualty (P&C) Sales Specialist 02/2025 - Present

•Train and coach agents on effective strategies to sell Property & Casualty (P&C) products to existing clients and external prospects

•Develop and deliver training programs that enable agents and staff to generate leads, grow their book of business, and increase cross-selling opportunities

•Provide hands-on field support to agents, guiding prospecting efforts and strengthening new customer acquisition

•Design and facilitate sales and product training sessions at both individual and operational levels, including compliance-approved presentations and joint sales calls

•Support agents and district teams through all phases of P&C policy development, underwriting, and client servicing

•Create and execute sales promotions and product communication strategies to drive awareness and revenue growth

•Collaborate with agents to develop business plans aimed at increasing production and exceeding sales goals

•Partner with corporate resources to deliver compliant, high-quality support to agents and district operations

Allstate Insurance Company 09/2020 – 02/2025

Customer Service & Sales Representative

•Generated and convert leads from existing book of business and Salesgenie to drive new policy sales

•Serviced current customers by explaining coverages, policy changes, and conducting comprehensive policy reviews

•Accurately calculated payment amounts and guide customers through available payment methods

Raul Arias and Associates 11/2008 – 09/2020

Account Manager

•Maintained strong client relationships to ensure all accounting needs were met with accuracy and timeliness

•Managed Accounts Payable/Receivable, bank reconciliations, cash receipts, disbursements, billing, and invoicing

•Identified and cultivated prospective clients through referrals, social media, phone inquiries, and event marketing

•Processed weekly payroll for up to 200 employees, including timecards, payroll data, paychecks, and reporting

•Utilized QuickBooks and InstaPay software to streamline financial operations

Dashers Insurance 02/2004 – 11/2008

Broker Sales Agent

•Calculated premiums and established payment methods tailored to each client's needs

•Delivered and explained policies to policyholders, analyzing coverage gaps and recommending adjustments

•Prospected and developed new clientele through networking, referrals, and consultative selling

EDUCATION

California State University, Los Angeles

Bachelor of Science in Biology

Contact this candidate