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Team IRG · 1 day ago

Bilingual Customer Service Representative - Centro Insurance

Des Moines, IA

Part-time

Onsite

New Grad, Entry Level

$15/hr - $17/hr

Centro Insurance is a growing company seeking a dependable and detail-oriented Bilingual Customer Service Representative to join their on-site team. The role involves assisting clients with insurance applications, payments, and service requests while ensuring a high level of customer satisfaction.

LendingProperty ManagementReal Estate

Responsibilities

Verify that all signatures have been secured on applications

Verify that all payments have been received on policies/renewals

Prepare quotes for personal lines for producers to tweak and sell

Send documents (proof of coverage, policies, etc) to lenders, clients, etc

Sit on hold with mortgage companies to get payments expedited

Check the daily carrier alerts to see if subjective requirements have been submitted

Prepare service requests so that account managers/producers can finish them up

Monitor renewals and remarket where necessary so that account managers/producers canfollow-up with clients to either stay put or change

Send renewal checklist to clients to monitor for changes on their side which require either changes to policy sets, cross sell opportunities, or update paperwork

Reach out personally to past defectors to obtain a new opportunity to earn their business

Collect data from sources to produce lists for commercial marketing initiatives

Do data collection on clients who can be put into a new cross-sell campaign

Some light Canva work to support various marketing efforts

Process and attach mail that comes and is scanned

Update Mortgagee Clauses (see mail in line above)

Qualification

Bilingual EnglishBilingual SpanishOrganizational skillsCommunication skillsCustomer-focused mindsetMultitaskingLearning insurance systemsBasic Canva skillsDesire for insurance license