Bilingual Customer Service Representative

Job Description

Job Description

Important Note: Interviews will take place at the Mesa Office with management, including Monica J. Osuna, who will be your supervisor. Interviews are scheduled Tuesday through Friday.

Training:  Depending on your level of experience and training needs, you may be required to complete in-person training at our Central Office in Phoenix, Arizona. The duration of the training period will be determined based on your prior experience and demonstrated proficiency.

Position Overview For more than 30 years, Rodriguez Insurance Agency, Inc. has proudly served clients throughout the greater Phoenix Metropolitan area, specializing exclusively in Property and Casualty insurance. With three office locations and a strong reputation built on trust, referrals, and exceptional service, we are committed to helping clients understand their insurance options and find coverage that best fits their needs and budget.

As a family-oriented agency, we value long-term relationships, with both our clients and our team members. We are excited to continue growing and are looking for an energetic, Bilingual Customer Service Representative to join our insurance family.

This role is ideal for someone who is organized, detail-oriented, professional, and thrives in a fast-paced office environment. Insurance industry experience is preferred, but we also value individuals who are highly motivated, coachable, and eager to grow within the business.

Key Responsibilities

• Greet all customers entering the office in a friendly, professional, and helpful manner
• Deliver exceptional customer service to current clients and new prospects
• Answer incoming phone calls promptly and professionally
• Return client calls in a timely manner
• Assist clients with policy changes, billing questions, and general service needs
• Process client payments and submit them to insurance companies
• Verify and update customer contact information including phone numbers, addresses, and email addresses
• Identify opportunities for cross-selling and up-selling insurance and financial products
• Maintain knowledge of agency products and services
• Provide ongoing support to clients and help resolve concerns efficiently
• Support daily office operations and contribute to a positive team environment

What We Offer

• Competitive hourly pay starting at $17.50/hour (negotiable based on experience)
• Stable full-time employment
• Health insurance benefits
• Consistent weekday schedule
• Growth potential and advancement opportunities within the agency
• Supportive, family-oriented work environment

Qualifications Required

• Bilingual in Spanish and English (spoken and written)
• Strong customer service and communication skills
• Professional phone etiquette
• Ability to multi-task, follow through, and stay organized
• Detail-oriented and dependable
• Honest, trustworthy, and self-motivated
• Strong problem-solving skills
• Ability to learn agency systems and computer functions
• Reliable transportation and ability to commute to Mesa, AZ 85201

Preferred

• Previous insurance industry experience
• Office administration experience
• Familiarity with Microsoft Word, Excel, and other office software