What are the responsibilities and job description for the Customer Service Representative (CSR) : Las Margaritas Insurance position at Las Margaritas Insurance Corp?
About Us
Las Margaritas Insurance is a growing, family-run agency built on the principle of Clarity Over Coverage. We serve a bilingual South Florida client base and are part of an integrated real estate, insurance, and construction ecosystem.
The Role
You'll handle client service and policy support, reconnect with our past clients, and help grow our referral pipeline with local realtors and lenders.
What You'll Do
- Serve as the bilingual point of contact for client questions, policy support, payments, and renewals
- Maintain accurate records in our CRM
- Reconnect with past clients to strengthen relationships and generate referrals
- Reach out to local realtors and lenders by email and text to build referral partnerships (systems and training provided)
Your First 90 Days
- Month 1: Get trained on our systems and CRM, ramp up on service work, shadow outreach
- Month 2: Run outreach independently with weekly targets, keep service work on track
- Month 3: First referral leads in your pipeline, performance review, and a conversation about your path forward including licensing if it's the right fit
Requirements
- Fully bilingual (English/Spanish) written and verbal
- Able to work in-office 9AM - 6PM
- Basic computer skills (we'll train the rest)
- Strong written communication
- A demonstrated pattern of self-initiative
What We Offer
- Hands-on training in insurance and our systems
- A real path toward growth within the agency, including licensing
- Direct mentorship from agency leadership
Apply now if you're early in your career and want to be coached, not just clocked in.