Job Description

***MUST SPEAK ENGLISH AND SPANISH FLUENTLY***

The Bi-lingual Customer Service Representative position will involve answering multiple phone lines, providing customer service to agency customers, receiving and processing insurance payments for existing customers, answering emails, and other additional clerical duties as directed by the agent or associates.

Our office is rapidly growing and we are looking to train the right individual to fit right into our company. We are currently seeking to fulfill a full-time position. Our Account Managers will be responsible to provide exceptional customer service to our current clients and new prospects when they call in for assistance.

Insurance industry or agency experience and knowledge is NOT REQUIRED but would be a greater benefit relating to customers in the beginning for this position. Prior Allstate or Agency Experience Welcomed.

Benefits

Medical Insurance

Dental Insurance 

Vision Insurance 

Legal Shield 

Vacation Days - 3 WEEKS annually 

Life Insurance 

Paid Holidays 

Accident Policy 

Critical Illness Policy 

Disability Policy

Cancer Policy

Responsibilities

• Process customer policy change requests.
• Find Sales Opportunities from existing clients and send them to sales team members
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• Document each customer contact in eAgent.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Ask each customer for referrals and explain our referral program.
• 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.
• Provide exceptional customer service.
• Be outstanding at relationship building.
• Claims follow up calls.
• Call prospective customers by operating VOIP telephones, automatic dialing systems, and other internet technologies.
• Informs customers of promotions and new or upgraded products using prepared scripts.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
• Schedule appointments for sales staff to meet prospective customers.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Provides on-going support to insurance clients as needed.

Requirements

• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Create relationships from a cold start.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.