Insurance Customer Service Representative Bilingual English/Spanish

Neighborhood Insurance Agency•Santa Ana, CA

16h•Onsite

About The Position

We are a team of people helping people. Our independent insurance business is based on the relationships we build within our Team, our clients, potential clients, our community and the companies we work with. As an independent insurance agency, we work for our clients, not one insurance company.

Requirements

Proficient with Microsoft Word, Excel, Outlook and a calculator
Type quickly and accurately
Excellent communication skills both verbal and written
Organized, structured, punctual and will follow the rules
Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical and honest
1-2 years of Customer service experience is necessary.

Nice To Haves

Enjoy helping others
Detailed oriented
Comfortable with talking to people on the phone and using a computer all day
Computer literate
Like to work with numbers and learn new things
Desire to be part of a team
Want to be part of the solution and not the problem
Already have a license

Responsibilities

Establish working relationships with clients, potential clients, and companies we represent on the phone, email, and on paper
Supporting teammates with follow up for clients and prospects
Research and resolve coverage questions
Promptly respond to client needs either on the phone or electronically
Maintain client files and process routine correspondence between our agency and the client or company… both paper records and on our many different software programs
Cultivate new opportunities and offer additional lines of insurance through consultative selling
Assist with other office duties as they arise and are needed