Job Description: As a Bilingual Customer Service Representative, you will play a crucial role in ensuring our clients receive the highest level of service. You will be responsible for assisting clients with their insurance needs, answering inquiries, processing policy changes, and providing support in both English and Spanish.

Benefits:

• Competitive salary based on experience.
• Bonus based on performance
• Paid time off and holidays.
• Opportunities for professional development and growth.
• Friendly and supportive work environment.

Key Responsibilities:

Customer Service

• Provide personalized, professional customer service experiences through building trust and developing strong customer relationships.
• Respond to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures.
• Drive customer satisfaction by following the J.D. Power’s best practices: Personal Insurance Review, rate revision notification, and claims process.
• Process changes to existing accounts and policies.
• Serve as a liaison on behalf of the customer between the agency and various business partners.
• Assist customers with claims by directing them to the appropriate Claims Department contacts and resources. Follow up to ensure customer needs are addressed.

Insurance Sales

• Participate in reviews of existing coverages and may advise customers regarding policy options.
• Estimate and quote policy premiums complying with underwriting guidelines.
• Identify cross-selling opportunities during customer interactions and take appropriate action.

Qualifications:

• Fluent in both English and Spanish.
• Previous customer service experience preferred.
• Strong communication and interpersonal skills.
• Ability to multitask and manage time effectively.
• Detail-oriented with strong organizational skills.
• Proficient in using computer systems and software applications.
• High school diploma or equivalent required; additional education or certifications in insurance is a plus.

Education/Licenses/Designations:

• Property, casualty licenses (life and/or health to be determined by the agent). Licenses must be maintained to continue employment.
• Valid driver’s license required.

Role Requirements:

• Demonstrated customer service experience.
• Effective communication skills.
• Experienced with PC software applications (Microsoft Office Suites, Internet Explorer).
• Solid knowledge and understanding of basic mathematical skills.