Licensed Bilingual Customer Service Representative

The Receptionist / Customer Service Representative position will involve answering multiple phone lines, providing customer service to agency customers, receiving and processing insurance payments for existing customers, drafting letters and reports, and other additional clerical duties as directed by the agent or associates. The agency is looking to fill entry‑level sales positions, offering part‑time or full‑time opportunities for sales agents to improve their techniques and increase commissions. The role includes scheduling appointments or calling contacts for new clients needing insurance quotes or coverage reviews. Benefits Annual Base Salary + Commission + Bonus Opportunities Health Insurance Dental Insurance Vision Insurance Hands‑on Training Mon‑Fri Schedule Career Growth Opportunities Retirement Plan Paid Time Off (PTO) Responsibilities Process customer policy change requests. Complete Evidence of Insurance requests. Develop new Financial Services opportunities. Document each customer contact in eAgent. Immediately greet all customers, entering the office, in a friendly and helpful manner. Take premium payments from customers. Ask each customer for referrals and explain our referral program. Treat each customer contact as a cross‑sell opportunity including financial products. Verify phone numbers, addresses and email addresses with each customer contact and update customer information. Answer incoming phone calls on the first ring. Return all phone messages promptly. Share training and education knowledge and expertise with team members. Thoroughly understand and follow all underwriting, rating and compliance requirements. Maintain knowledge of new products. Prospecting and generating new business through leads & referral sources. Generate insurance quotes. Provide exceptional customer service. Be outstanding at relationship building. Maintain client relationships with follow‑up phone calls. Claims follow‑up calls. Cold call, direct email, and perform other lead generation activities. Requirements Possess a genuine willingness to learn, be intuitive and resourceful and be coachable. Possess an upbeat, positive and enthusiastic attitude. Be a great self‑starter with a sense of urgency. Must be highly self‑motivated. A terrific presenter and communicator, and a barracuda closer. Excellent spelling and grammar skills. Exceptional business writing and editing skills. Great customer service skills. Problem‑solving capabilities. Works well with other employees and is a team player with a positive attitude. Be able to obtain or currently possess a property & casualty insurance license. Strong communication skills, both oral and written. Be equipped with great listening and closing skills. Bilingual, fluent in both English and Spanish is beneficial. #J-18808-Ljbffr Alsop & Associates Insurance Agency