Bilingual Spanish Service and Sales Representative

• Answer incoming phone calls and assist customers promptly and professionally.
  
  
• Provide service to existing policyholders and help resolve routine questions or concerns.
  
  
• Update and maintain customer insurance policies accurately.
  
  
• Answer questions about billing, payments, invoices, policy changes, and account information.
  
  
• Identify opportunities to discuss and offer additional insurance products that may benefit customers.
  
  
• Transition conversations from service needs to appropriate sales opportunities in a helpful, consultative manner.
  
  
• Assist with basic claims-related questions and guide customers through the initial claims process.
  
  
• Document customer interactions and maintain accurate records.
  
  
• Follow up with customers regarding quotes, policy updates, payments, and service requests.
  
  
• Provide professional customer service in both English and Spanish.
  
  

• Bilingual in English and Spanish, with the ability to communicate clearly in both languages.
  
  
• Strong communication, listening, and customer-service skills.
  
  
• Professional, positive, and dependable attitude.
  
  
• Ability to multitask and remain organized in a fast-paced office environment.
  
  
• Comfortable discussing insurance products and identifying customer needs.
  
  
• Basic computer skills and the ability to learn insurance-related systems.
  
  
• Previous insurance, sales, customer service, or office experience is preferred but not required.
  
  
• Must be willing to obtain a Property and Casualty insurance license.
  
  
• Must meet applicable licensing and background requirements.

• 50% Reimbursement for Health, Dental and Vision Insurance

• Competitive pay based on experience and qualifications.
  
  
• Opportunities for commissions, bonuses, or incentives may be available.
  
  
• Training and support toward obtaining the required Property and Casualty license.
  
  
• Growth opportunities within the agency.