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InsureOne Insurance · 2 days ago

Bilingual Sales Customer Service Representative (4-40 License is required) (Required to be fluent in Spanish)

Margate, FL

Full-time

Onsite

Entry Level

$42K/yr - $62K/yr

1+ years exp

InsureOne Insurance Services America LLC is part of Confie, one of the largest privately owned insurance agencies in the United States. They are seeking a Bilingual Sales Customer Service Representative to service and retain an existing book of business, advise clients on coverages, and manage policy issuance while focusing on exceptional customer service and sales opportunities.

Auto InsuranceAutomotiveInsuranceLogistics

Responsibilities

Manage an existing book of business, focusing on growth and retention while delivering exceptional customer service

Routinely conduct consultative conversations with our clients to ensure all coverage needs are addressed

Generate and sell cross-sell, referral, and up-sell opportunities

Work with customers to provide exceptional service while resolving customer requests/concerns, such as, but not limited to, billing, endorsement, copies of insurance documents, etc

Completes all required applications and documentation according to carrier and company guidelines

Meet personal/team qualitative and quantitative service and sales targets as assigned

Support all company initiatives as requested, guided by our company’s WE CARE values, sales culture, and business needs

Maintain a professional demeanor in all interactions with both internal and external customers

Qualification

4-40 Resident Customer LicenseFluency in SpanishCustomer service experienceEffective telephone etiquetteCustomer experienceAttention to detailOrganizational skillsVerbal communication skillsWritten communication skillsTeamworkFast-paced environment

Required

An active 4-40 Resident Customer Representative license is required for consideration

Fluency in Spanish is required

High school or equivalent

Effective and precise telephone etiquette

1+ years of customer service experience

Excellent attention to detail and organizational skills

Ability to work well independently and on a team

Precise verbal and written communication skills

Ability to work in a fast-paced environment

Ability to deliver a tailored, white-glove experience to all clients

Preferred

Bachelor's Degree or 1+ year(s) of relevant sales experience

Benefits

Comprehensive Benefits package including medical, dental, vision, and life insurance

Comprehensive 401K plan with competitive employer match

Paid time off including holidays, vacation, and personal time

Annual incentive trip for top performers

Fitness perks: A corporate discount at 24-Hour Fitness makes staying active more accessible.

Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost.

Extra Perks: Access to disability, hospital indemnity, universal life, critical illness, and accident insurance plans.

Pet insurance