Bilingual Customer Service Representative

Job Description

Job Description

Our office is quickly growing and we need someone who we can train to fit in our office puzzle! The position offered is full time . Our Customer Service Representative needs to exceed customer service standards to current clients while also assisting prospects as they call in .

No prior experience is necessary Apply for the position today by completing the form and completing the assessment.

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Retirement Plan

• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers and follow-up.
• Complete Evidence of Insurance requests.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Return all phone messages promptly.
• Provide exceptional customer service and support.
• Develop and maintain client relationships.
• Schedule appointments for sales staff to meet prospective customers.
• Provides on-going support to insurance clients as needed.
• Provide customers with additional information about new products and services.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Work independently and as part of a team.
• Participate in regular team meetings and brainstorming sessions.
• Handle customer renewals.

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Create relationships from a cold start.
• Excellent Communication/interpersonal skills.
• Confident, self-starter who works well independently.
• Must have ability to multi-task.
• Professional phone etiquette.
• Great Customer Service Skills.
• Works well with other employees and is a team player with a positive attitude.
• Strong communication skills, both oral and written.
• Bilingual, fluent in both English and Spanish is beneficial.

Ability to adapt to change, learn new things quickly, and work in a fast-paced environment.