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Bilingual Insurance Client Support Specialist
2 months ago
Join our esteemed insurance agency, recognized for excellence in customer service. We are expanding our team and seeking a Bilingual (Spanish/English) Insurance Client Support Specialist. This role is based in our office and offers a dynamic work environment.
If you possess exceptional customer service abilities and have a passion for assisting individuals, we invite you to consider this opportunity. While prior insurance experience is advantageous, it is not a prerequisite. The selected candidate will be required to obtain a Property & Casualty License, which will be funded by the agency.
We are looking for a resourceful problem solver who is dedicated to assisting local families with their insurance requirements. This position is more than just a job; it represents a career path. Our agency utilizes cutting-edge technology and management systems to enhance your productivity, enabling you to identify client needs and provide effective solutions. Attention to detail and critical thinking are essential skills for this role. Our office prides itself on delivering outstanding customer service, which is a key factor in our growth.
Key Responsibilities:
- Answer incoming calls with a positive demeanor
- Take comprehensive messages and either complete tasks or delegate them appropriately
- Modify existing policies using our proprietary software
- Collect accurate information for our sales team to provide quotes
- Conduct annual policy reviews with clients and clarify coverage options
- Identify and promote bundling opportunities for existing clients
- Process requests for policy changes and endorsements
- Manage incoming claims calls from clients
- Discuss billing matters and process payments
- Deliver exceptional customer service consistently
- Competitive salary with unlimited commission and bonus potential (monthly and annually)
- Paid time off, including vacation and personal/sick days
- Comprehensive training and licensing support
- Opportunities for professional growth and advancement within the agency
- Fluency in both Spanish and English
- Property & Casualty Insurance license is preferred; however, we will train and license the right candidate.
- A license must be obtained within 90 days of employment
- A genuine willingness to learn, be resourceful, and adaptable
- A positive, enthusiastic, and engaging attitude
- Strong multitasking, follow-through, and follow-up skills are essential
- Demonstrated work ethic and leadership capabilities
- Goal-oriented and driven individual
- Excellent customer service skills
- Life and Health license (must be obtained)
- The selected candidate is expected to stay updated on product changes, licensing, technical advancements, and continuing education
If you are eager to thrive in this role and envision yourself as part of our team, we encourage you to submit your resume. We will reach out to discuss the next steps in the interview process.
