Customer Service Representative - Insurance Agency

Job Overview
Join our dynamic insurance agency as a Customer Service Representative and become the friendly voice that guides clients through their insurance needs! In this energetic role, you will be the first point of contact for customers, providing exceptional support and ensuring their experience is smooth, positive, and memorable. Your enthusiasm and communication skills will help build lasting relationships, promote our services, and contribute to the overall success of our team. This paid position offers a fantastic opportunity to develop your client service expertise in a fast-paced, rewarding environment.

Responsibilities

• Respond promptly and professionally to customer inquiries via phone, email, and chat, demonstrating excellent phone etiquette and communication skills.
• Assist clients with policy information, claims processing, and general support to ensure their satisfaction.
• Conduct outbound calling campaigns to follow up on leads, renewals, or customer feedback initiatives.
• Enter and update customer data accurately within our CRM system using strong data entry and computer skills.
• Support sales efforts by identifying client needs and recommending suitable insurance products or services.
• Handle cash transactions securely when processing payments or premiums, maintaining accuracy at all times.
• Collaborate with team members to resolve issues efficiently, utilizing analysis skills to identify root causes and solutions.

Qualifications

• Bilingual or multilingual abilities are highly preferred to serve diverse client populations effectively. English and Spanish Required.
• Proven experience in customer support or call center environments is advantageous.
• Strong communication skills in English are essential; additional language skills are a plus.
• Familiarity with Microsoft Office applications and general computer proficiency is required.
• Ability to obtain Property & Casualty license within 90 days of employment.
• Previous experience in sales or outbound calling enhances your candidacy.
• Demonstrated ability to handle multiple tasks simultaneously with attention to detail, including typing accuracy and speed.
• Knowledge of customer service best practices, including call etiquette and active listening techniques. Join us as a Customer Service Representative and be part of a vibrant team dedicated to delivering outstanding client experiences! Your energy, communication prowess, and passion for helping others will make a real difference every day.

Job Types: Full-time, Part-time

Pay: $18.00 - $21.00 per hour

Expected hours: 30 – 37.5 per week

Benefits:

• On-the-job training
• Paid time off

Experience:

• Customer service: 2 years (Preferred)

Language:

• Spanish (Required)

License/Certification:

• Property & Casualty License (Preferred)

Work Location: In person