Bilingual CSR + Sales

3 months ago

Dallas, United States A-1 Insurance Direct Full time
Job DescriptionJob DescriptionBenefits:
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off

Job description:
A Bilingual Customer Service Representative is needed for a Car Insurance Office/Call Center. Insurance Direct has been in business for 14+ years We write Auto, Home, and Commercial policies. We write throughout the entire state of FL, Texas & Tennessee. We are rapidly expanding and need motivated customer service representatives to join our service team. In this dynamic service role, you will be responsible for building long-term relationships with clients as you work to provide solutions for their insurance needs. For the first year, you will have reviews every 3 months for pay raises. After your first year, reviews shall be done on an annual basis. The company will pay for a new hires license if obtained within 30 days of hire and retains employment for more than 6 months.

Bilingual CSR + Sales at A-1 Insurance Direct is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities. Also responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales.

Benefits/Perks:
  • Competitive Pay
  • Professional Development
  • Job Stability in a growing industry
  • Healthcare
  • Bonus
  • Vacation
  • Paid Holidays

Responsibilities
  • Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
  • Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
  • Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
  • Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
  • Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
  • Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
  • Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
  • Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
  • Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Qualifications
  • 1+ Years of Customer Service Experience preferred
  • Excellent Verbal and written communication Skills
  • Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
  • Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
  • Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.


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