Neighborhood Insurance Agency ยท 1 month ago
Customer Service Representative bilingual Spanish English
Santa Ana, CA
Full-time
Onsite
Mid Level
$41K/yr - $52K/yr
3+ years expNeighborhood Insurance Agency is an award-winning, relationship-driven independent insurance agency dedicated to serving its clients. They are seeking a bilingual Customer Service Representative to build relationships with clients and provide support in resolving coverage questions.
Auto InsuranceCommercial InsuranceInsuranceLife InsuranceProperty Insurance
Responsibilities
Build and maintain relationships with clients, prospects, and carrier partners via phone, email, and written communication
Support teammates with follow-up and next steps for clients and prospects
Research and resolve coverage questions accurately and efficiently
Respond promptly to client requests by phone or electronically
Maintain organized client files and process routine correspondence (paper and multiple software systems)
Identify and cultivate new business opportunities
Assist with general office duties as needed
This is an on-site position
Qualification
Required
Bilingual in English/Spanish: to help our life long bilingual clients
Friendly problem-solver who genuinely enjoys helping others
Detail-oriented with strong follow-through
Comfortable on the phone and at a computer
Fast learner with a growth mindset
Team player who collaborates and communicates clearly
Proficient with Microsoft Word, Excel, Outlook, and calculator
Excellent verbal and written communication
Organized, structured, punctual, and compliant with procedures
Minimum 3 years of customer service experience
Must speak English and Spanish fluently
Education requirement H.S. diploma, or higher
Benefits
Paid licensing support: reimbursement program for licensing
If you already have a P&C license, bonuses for performance and other benefits are available as well.
Opportunity for growth within the agency
Training, development, and supportive leadership: we support ongoing training and education
Healthcare (medical)
Paid vacation, major holidays and PTO Personal time off
Company
Neighborhood Insurance Agency
Neighborhood Insurance Agency offers insurance services, including auto, home, commercial, life, and renter services.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase