Insurance Customer Service Representative

Job Description

Job Description

The Role:

Are you fluent in Spanish and English, licensed in Personal Lines, and passionate about helping customers protect what matters most? Join our high-performing team at The Mosimann Agency a nationally-ranked top 3% Allstate agency where your bilingual skills will be one of your greatest assets.

Why Join Us:

Be part of a fast-growing, elite team with a family culture: we support each other, celebrate wins, and care about the community.

Monday-Friday schedule with evenings off so you can enjoy life in Albuquerque.

Hands-on training and career growth opportunities: many of our team members have advanced from CSR to team lead.

Comprehensive benefits: PTO, health insurance, retirement plan, and bonus potential.

Serve the local Hispanic/Latino community: youll be the friendly, trusted voice helping Spanish-speaking clients with auto, home, life and other personal lines.

What Youll Do:

Provide exceptional customer service in both Spanish and English answer client inquiries, assist with claims, coverage options and policy changes.

Manage and update client records, use our CRM effectively and prioritize workflow in a dynamic agency environment.

Collaborate with our team to continuously improve processes, stay current on regulatory changes and product offerings.

Represent our agency's commitment to educating and protecting our fellow New Mexicans.

What You Bring:

Valid New Mexico Personal Lines license or Active NM P&C License

1+ years experience in insurance customer service (personal lines preferred).

Organized, efficient, client-centric, able to juggle multiple tasks and prioritize effectively.

Comfortable using CRM systems and basic computer applications.

Ready to take your customer-service and insurance-career to the next level?

Apply now!

Responsibilities

Customer Interaction: Respond promptly to customer inquiries and offer friendly, professional customer service.

Policy Assistance: Assist clients with policy questions, including claims, coverage options, and adjustments.

Problem Resolution: Address and resolve customer concerns with a positive and proactive approach.

Record Management: Efficiently manage and update customer records, ensuring accuracy and confidentiality.

Team Collaboration: Work closely with team members to share insights and develop strategies to improve service delivery.

Continuous Improvement: Stay informed about industry changes, regulatory requirements, and product offerings to better assist clients.

Requirements

• Active New Mexico P&C or personal lines license
• Previous office administrative experience

Communication Skills: Excellent verbal and written communication skills are essential for interacting with clients and team members.

Problem-Solving: Ability to effectively resolve client inquiries and issues with a positive, solutions-oriented approach.

Customer-Centric: Passionate about delivering exceptional customer service and exceeding client expectations.

Organization: Strong ability to handle multiple tasks and effectively prioritize work in a dynamic environment.

Technology: Proficient in using CRM systems and computer applications relevant to insurance operations.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Mon-Fri Schedule
• Hands on Training
• Career Growth Opportunities
• Retirement Plan
• Evenings Off