Bilingual Insurance Customer Service & Producer

Job Description

Job Description

Lin Zhao Insurance Agency, a Farmers Insurance Agency in Fremont, is seeking a full-time, in-office Bilingual Insurance Customer Service & Sales Representative.

The primary focus of this role is supporting existing clients, assisting with policy needs, and building long-term customer relationships. You will also follow up with agency leads and referrals, prepare quotes, and recommend appropriate insurance solutions.

Compensation includes $25$30 per hour in guaranteed base pay, depending on experience, plus commission and performance bonuses. On-target total compensation is approximately $80,000 per year for employees who meet established service and sales goals. Actual earnings may vary based on performance. This is not a commission-only position.

We provide hands-on training, mentorship, licensing support, paid time off, tuition reimbursement, a MondayFriday schedule, and career growth opportunities.

Benefits

Hourly Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Tuition Reimbursement

Mon-Fri Schedule

Career Growth Opportunities

Responsibilities

• Respond to client questions by phone, email, and in person.
• Assist with policy changes, renewals, billing, payments, and insurance documents.
• Explain coverage options, deductibles, and agency procedures clearly.
• Follow up with agency leads, referrals, pending quotes, and renewal opportunities.
• Prepare quotes and assist with applications and policy updates.
• Identify coverage gaps and appropriate cross-selling opportunities.
• Support client retention and work toward customer service and sales goals.
• Maintain accurate client records, protect confidential information, and serve English-, Mandarin-, and/or Spanish-speaking clients.

Requirements

• Fluent in English and either Mandarin Chinese or Spanish.
• Strong customer service, communication, active listening, and follow-up skills.
• Friendly, dependable, organized, and detail-oriented.
• Comfortable discussing insurance products and working toward service and sales goals.
• Able to manage multiple clients and leads while using email, Microsoft Office, and CRM software.
• High school diploma or equivalent required; insurance, customer service, sales, banking, or financial services experience preferred.
• California Property & Casualty insurance license preferred but not required to apply; must obtain the required license before the start date.
• Must be authorized to work in the United States and available to work full-time in person at our Fremont office.