Bilingual Insurance Customer Service Representative

Neighborhood Insurance Agency

Bilingual Insurance Customer Service Representative

Santa Ana, CA
Full Time
Paid
  • Responsibilities

    Benefits:

    Bonus based on performance

    Health insurance

    Paid time off

    Competitive salary

    Training & development

    About you: Must be bilingual English/Spanish

    Enjoy helping others and are detailed oriented. You are comfortable with talking to people on the phone and using a computer all day, so you are computer literate. Like to work with numbers and learn new things. You desire to be part of a team and want to be part of the solution and not the problem. If this sounds like you, please read on.

    About Us:

    We are an award-winning team of people that have a heart for helping. Our independent insurance business is based on the relationships we build within our Team, our clients, potential clients, our community, and the companies we work with. As an independent insurance agency, we work for our clients, not one insurance company.

    Our hours are Monday through Friday from 9:00 – 5:30 and we will provide training. You may be asked to work occasionally during an evening or Saturday to support local and community events.

    Job Responsibilities:

    Establish working relationships with clients, potential clients, and companies we represent on the phone, email and on paper.

    Supporting teammates with follow-up for clients and prospects.

    Research and resolve coverage questions.

    Promptly respond to client needs either on the phone or electronically.

    Maintain client files and process routine correspondence between our agency and the client or company… both paper records and on our many different software programs.

    Cultivate new opportunities and offer additional lines of insurance.

    Assist with other office duties as they arise and are needed.

    This position is on site

    Professional and Personal Skills:

    Proficient with Microsoft Word, Excel, Outlook and a calculator

    Hawksoft (preferred but not a must)

    Type quickly and accurately

    Excellent communication skills both verbal and written.

    Organized, structured, punctual and will follow the rules.

    Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind ethical and honest.

    You do not need to be P & C licensed but if you are that is a great plus

    Wages and Compensation:

    Salary ranges from 40K – 60k depending on experience and if you already have a license, bonuses for performance and other benefits are available as well.

    Opportunity for growth within the company

    Ongoing education and training

    Healthcare (medical) Paid vacation and holidays

    Experience & Requirements:

    3 years of customer service experience

    Must speak English and Spanish fluently.

    Education requirement H.S. diploma, AA, BA required