Insurance Customer Service Representative-Bilingual
2 months ago
Job details Qualifications + Pre-screening authentication
+ Billing break down
+ Endorsements
+ Insurance reviews and retention
+ Follow-up (All outlined in Agency Procedure manual)
+ Thoroughly understands and follows all underwriting and rating plans
+ Solicits and cross-sells book of business policies
+ Ensures that all required documents are signed, filed and faxed (when required) appropriately
+ Follows all compliance guidelines and procedures
+ Maintains knowledge of new products
+ Asks all customers for referrals
+ Develops agency relationship with existing customers
+ Ask for cross-selling opportunities and develop quotes
* Always portrays a professional image through proper appearance and actions
* Follows consistent customer service process for all insureds for:
* Meets the production requirements and goals assigned by the agency sales and customer service manager
* Manages prospecting campaigns
* Be coachable and accountable
* Must be P & C license (General Lines). Life and Health license will be a plus
* Must be able to **multi task** 2 to 3 customers at a time due to our high volume store
* Must work well in a fast pace team environment
* Must work well independently and in a team environment
* Adapts well to new processes and procedures
* Excellent customer service and verbal/written communication skills
* Prior insurance experience
* Basic computer knowledge
* **Bilingual (Spanish)**
* Health Benefits: Medical, Dental, Vision, 401K, and Life Insurance
* Paid Time Off: Ability to accrue Paid time off/Sick days in your first year
* Employee Pricing on any vehicle purchased through our dealership
* Professional development assistance
* Beautiful state of the art showroom.
* Daily "warm lead walk in customers"
* Competitive Compensation that includes monthly commission and bonus if you are licensed.
* Commission/Bonus varies depending on actual sales
* Flexible Schedule - 5 Day Workweek - Closed Sundays
* Opportunity to get L&H Licensed
**Apply for Insurance Customer Service Representative-Bilingual**
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