Bilingual Customer Service Representative (Path to Insurance Agent)

Overview
Are you a dynamic communicator with a passion for helping others and a flair for sales? We’re seeking a Bilingual Customer Service Representative to join our team on the exciting path toward becoming an Insurance Agent. In this role, you will be the friendly voice guiding clients through their insurance options, providing exceptional customer service, and laying the foundation for a rewarding career in insurance sales. Your multilingual skills will help bridge communication gaps and serve diverse communities, making a real difference every day. This paid position offers comprehensive training and growth opportunities to develop your sales, negotiation, and marketing skills while supporting clients’ insurance needs.

Responsibilities

• Engage with customers in both English and Spanish to understand their insurance needs and provide tailored solutions.
• Assist clients with inquiries related to insurance products, benefits administration, and claims processes while ensuring compliance with HIPAA regulations.
• Conduct outbound telemarketing calls to promote insurance services, schedule appointments, and follow up on leads.
• Support sales administration tasks such as processing applications, updating client records, and managing documentation efficiently.
• Utilize analysis skills to assess customer requirements and recommend appropriate insurance plans or coverage options.
• Collaborate with team members on marketing initiatives aimed at expanding outreach and increasing customer engagement.
• Develop strong relationships through excellent communication skills, negotiation techniques, and active listening to convert prospects into loyal clients.

Requirements

• Bilingual proficiency in English and Spanish language is essential; excellent communication skills in both languages are required.
• Prior experience or familiarity with outside sales, retail sales, or telemarketing is preferred but not mandatory; enthusiasm to learn is key!
• Strong analysis skills to evaluate customer needs and identify suitable insurance solutions.
• Knowledge of sales administration processes and benefits administration is advantageous.
• Demonstrated ability to negotiate effectively while maintaining positive customer relationships.
• Experience or interest in marketing strategies that drive customer acquisition and retention.
• Ability to adhere to HIPAA guidelines ensuring confidentiality of sensitive client information. Join us in this energetic role where your passion for service meets the opportunity for professional growth! We value proactive individuals who thrive in a fast-paced environment, possess excellent communication skills, and are eager to build a successful career in insurance sales through dedicated customer service.

Job Type: Part-time

Pay: From $17.00 per hour

Benefits:

• Flexible schedule

Work Location: In person