Demo

Bilingual Customer Service Rep

Budget Brokerage Insurance.
Riverhead, NY Full Time
POSTED ON 11/8/2025 CLOSED ON 12/23/2025

What are the responsibilities and job description for the Bilingual Customer Service Rep position at Budget Brokerage Insurance.?

Overview
Insurance Agency is seeking a Personal Lines Insurance Rep to join our growing team. In this client-facing role, you will provide professional service for new and renewal accounts, ensuring accuracy, responsiveness, and dependable support *Must be bilingual (English/Spanish)

Duties

  • Manage client inquiries by phone, email, and mail in a professional manner
  • Maintain accurate and timely documentation of all communications.
  • Prioritize workflow and follow operating procedures for processing applications, changes, renewals, endorsements, riders and cancellations
  • Market and submit new business accounts to in-house and wholesale markets; track from initial submission to binding
  • Manage renewals by reviewing, remarketing, obtaining competitive quotes and educating clients on coverage options
  • Assume ownership of customer concerns until resolution is achieved
  • Assist with client retention, cross-selling, upselling, and generating referrals
  • Comply with internal procedures and meet established service goals and performance standards
  • Support colleagues and contribute to a collaborative team environment
  • Expand insurance knowledge through continuing education and training (agency-supported)

Experience

  • Minimum 1 year of insurance experience with an independent insurance broker
  • Strong customer service and problem-solving skills
  • Self-motivated, organized, and able to work effectively as part of a team
  • Excellent verbal and written communication skills.
  • Proficiency in Microsoft Office and agency management systems.
  • A passion for delivering excellent service and solving problems proactively

Job Types: Full-time, Part-time, Permanent

Benefits:

  • Flexible schedule
  • Paid time off
  • Parental leave

Work Location: In person

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Expected hours: 40 per week

Benefits:

  • Flexible schedule
  • Paid time off
  • Parental leave

Work Location: In person

Salary : $20 - $25

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