Insurance Customer Service Representative Bilingual English/Spanish

N

Neighborhood Insurance Agency

Posted 3 months ago

Full Time

Santa Ana, California

In Person

Smart Summary

Responsibilities

Establish and maintain relationships with clients and insurance companies via phone, email, and paper. Resolve coverage questions and identify new insurance opportunities through consultative selling.

Qualifications

You have experience in customer service and are computer literate with proficiency in Microsoft Office Suite and typing quickly and accurately. You demonstrate excellent communication skills, are organized, punctual, and possess a patient, respectful, and ethical demeanor. Fluency in both English and Spanish is required for this role.

Must Have Skills for ATS

Microsoft Word

Microsoft Excel

Microsoft Outlook

Typing

Customer service

Bilingual English/Spanish

Job Description

Benefits:
  • Health insurance
  • Paid time off
  • Training & development
Do you enjoy helping others and are you detailed oriented? Are you comfortable with talking to people on the phone and using a computer all day, so you are computer literate? Do you like to work with numbers and learn new things? Do 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. We are a team of people helping people. 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 thru Friday from 9am – 5:30pm 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 through consultative selling
  • Assist with other office duties as they arise and are needed
Professional and Personal Skills: 
  • Proficient with Microsoft Word, Excel, Outlook and a calculator
  • 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
Wages and Compensation:
  • We offer competitive wages between $41k -  $52k depending on experience and if you already have a license, bonuses for performance and other benefits are available as well.
Experience Requirements:
  • 1-2 years of Customer service experience is necesarry. 
  

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Neighborhood Insurance Agency

Fast Quotes, We treat people with respect! Homeowner & Business Insurance Specialists including General Liability, Business Auto, and Workers Compensation Insurance.
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