Bilingual Customer Service Representative
2 weeks ago
Centro Insurance is Growing We are looking for a dependable and detail-oriented Bilingual Customer Service Representative (Spanish and English) to join our on-site team. This part-time role is perfect for those who enjoy helping others, excel at staying organized, and flourish in a fast-paced, team-driven environment.
Responsibilities
1. Verify that all signatures have been secured on applications
2. Verify that all payments have been received on policies/renewals
3. Prepare quotes for personal lines for producers to tweak and sell
4. Send documents (proof of coverage, policies, etc) to lenders, clients, etc
5. Sit on hold with mortgage companies to get payments expedited
6. Check the daily carrier alerts to see if subjective requirements have been submitted
7. Prepare service requests so that account managers/producers can finish them up
8. Monitor renewals and remarket where necessary so that account managers/producers canfollow-up with clients to either stay put or change
9. Send renewal checklist to clients to monitor for changes on their side which require either changes to policy sets, cross sell opportunities, or update paperwork.
10. Reach out personally to past defectors to obtain a new opportunity to earn their business.
11. Collect data from sources to produce lists for commercial marketing initiatives.
12. Do data collection on clients who can be put into a new cross-sell campaign.
13. Some light Canva work to support various marketing efforts.
14. Process and attach mail that comes and is scanned
15. Update Mortgagee Clauses (see mail in line above)
Qualifications
✓ Bilingual in English and Spanish
✓ Strong organizational skills and attention to detail
✓ Excellent communication skills - written and verbal
✓ Customer-focused mindset
✓ Ability to multitask and handle various administrative duties
✓ Comfortable learning insurance systems and processes
✓ Basic Canva skills (or willingness to learn) for simple marketing tasks
✓ Desire to obtain insurance license at a future date.
About-our-team
Why Join Centro Insurance?
At Centro Insurance, we're more than just an insurance provider - we're a dedicated team committed to education, honesty, and fostering strong community ties.
Our goal is to empower clients by clearly explaining their insurance options-whether it's for home, auto, or commercial coverage. We ensure every client fully understands their policy, so they feel confident, informed, and secure.
Integrity guides every decision we make. Even when it's challenging, we prioritize doing what's right because building lasting trust with our clients and community is more important than any sale.
We strive to be recognized not only for outstanding service but also for positively impacting lives. We want everyone who interacts with Centro Insurance-both employees and clients-to feel valued, supported, and respected.
If you're looking to join a company that genuinely cares, embraces transparency, encourages growth, and values meaningful connections, Centro Insurance is the perfect fit for you.
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