Insurance Specialist (Property & Casualty)

Job Description

Job Description

Job Title: Bilingual Insurance Specialist (Property & Casualty)
Location: Santa Ana, CA (Onsite)

Job Summary:
We are seeking a motivated and detail-oriented Bilingual Insurance Specialist to join our team in Santa Ana. This role supports our Property & Casualty operations and is ideal for someone with a foundational understanding of insurance who is eager to grow within the industry. The ideal candidate must be fluent in both English and Spanish and comfortable working in a fast-paced, client-focused environment.

Key Responsibilities:

• Assist clients with Property & Casualty insurance inquiries (auto, home, general liability, etc.)
• Provide bilingual (English/Spanish) support via phone, email, and in person
• Process policy applications, renewals, and endorsements
• Prepare and issue Proof of Insurance (COI/EOI) accurately and in a timely manner
• Maintain accurate client records and documentation
• Coordinate with carriers and internal teams to resolve client issues
• Support quoting and basic coverage explanations

Qualifications:

• Bilingual in English and Spanish (required)
• Basic knowledge of Property & Casualty insurance (preferred)
• Experience preparing Proof of Insurance (COI/EOI) is a plus
• Strong communication and customer service skills
• Detail-oriented with good organizational skills
• Proficient in Microsoft Office and general computer use
• California P&C license is a plus, but not required

What We Offer:

• Opportunity for growth within the insurance industry
• Supportive, team-oriented environment
• Onsite role with consistent schedule

Preferred Skills

• Bilingual (English/Spanish) preferred
• Familiarity with legal case management systems
• Knowledge of legal terminology and procedures

Compensation

The pay range for this position is $22.00 – $27.00 per hour, depending on experience, qualifications, and internal equity.

Work Environment

• Office-based position with standard business hours
• May require occasional overtime based on case demands

Equal Opportunity Statement

We are an equal opportunity employer and value diversity in our workplace.

This position may also be eligible for additional benefits in accordance with company policy.

Physical Demands and Work Environment:

The physical demands and work environment described here represent those that must be met by an employee to perform the essential functions of this job successfully.

 
While performing the duties of this job, the employee is frequently required to stand, drive, walk, sit, use hands, use a computer, use ten-key, talk, hear, talk on the phone, reach with hands and arms, and bend at mid-waist. The employee is frequently exposed to outside weather conditions, dust, walking on uneven ground, cold, extreme heat, and wet or humid conditions. 

 
The employee must occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job include close vision, color vision, depth perception, and the ability to adjust focus.

Note: This job description is intended to outline the general responsibilities and qualifications for this role and may be modified as business needs evolve.