Bilingual Customer Service Representative

Job Description Job Description 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 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
Paid sick days
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