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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