Bi-Lingual (Spanish) Licensed P&C Customer Service Representative at Zee Agency (Allstate)

Allstate - Zee Insurance Agency; Plano (TX); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Paid Training

Health Insurance

Vision Insurance

Dental Insurance

PTO after 1 year

Job summary

Allstate Zee Agency is seeking a Bi-Lingual (Spanish/English) Licensed P&C Customer Service Representative to service policyholders, process endorsements, and support retention initiatives. The role offers a stable base with significant earning potential through commissions and incentives.

The position starts in-office in Plano, TX, moves to a hybrid model after six months, and may transition to 100% remote after twelve months or upon achieving production goals.

Qualifications

• Bi-Lingual (Spanish/English) REQUIRED.
• Licensed in Property & Casualty Insurance REQUIRED.
• Experience servicing Auto, Home, Landlord, and Renters policies recommended.
• Professional, calm, customer-focused with strong phone skills.

Responsibilities

• Respond to inbound customer calls professionally.
• Process policy endorsements (add/remove vehicles, drivers, etc.).
• Handle payments and billing inquiries.
• Follow up on cancellation audits.
• Coordinate with mortgage lenders for home policy endorsements.
• Support policyholders with questions on availability, eligibility, coverage, changes, claims, and billing.
• Build and maintain strong client relationships; create cross-sell and retention opportunities.

Skills

Bilingual Spanish/English

Strong phone skills

Sales oriented

Cross-sell mindset

Multitasking in fast-paced environment

Education

Property & Casualty license

Job description

Job Description

About Us

At Allstate Zee Agency, we are committed to protecting what matters most for our clients while providing top-tier customer service. We are growing and seeking a Bi-Lingual (Spanish/English) Licensed P&C Customer Service Representative who is motivated, detail-oriented, and passionate about helping clients while driving agency growth.

Position Overview

As a Customer Service Representative, you’ll be the primary point of contact for policyholders, assisting with policy servicing, resolving inquiries, and supporting retention efforts. While primarily a service role, this position includes strong cross-sell and win-back sales opportunities, offering both stability and high earning potential.

Compensation & Incentives

Base salary up to $40,000*

Commissions up to $40,000+ annually from cross-sell and win-back opportunities

Monthly and annual incentives totaling $10,000+

Paid training and clear pathways for growth

MUST ALREADY HAVE PROPERTY & CASUALTY LICENSE

Schedule & Work Environment

* Monday Friday, 9:00 AM 6:00 PM

* First 6 months: In-office (Plano, TX)

* After 6 months: Hybrid option available

* After 12 months OR upon hitting production goals: 100% remote option

Benefits

• Paid Training
• Paid Time Off (after 1 year of service)
• Health & Dental Plans (in progress)
• Retirement Plans (in progress)
• Plenty of growth and advancement opportunities
• Paid Time Off (PTO)
• Work from Home
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Parental Leave
• Hands on Training
• Tuition Reimbursement
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

Responsibilities

Responsibilities Include (but are not limited to):

• Responding to inbound customer calls in a friendly and professional manner
• Processing policy endorsements (adding/removing vehicles, drivers, etc.)
• Handling payments and billing inquiries
• Following up on cancellation audits
• Reaching out to clients regarding property inspection inquiries
• Coordinating with mortgage lenders for home policy endorsements
• Supporting policyholders with questions on availability, eligibility, coverage, policy changes, claims, and billing clarification
• Building and maintaining strong client relationships
• Creating cross-sell, referral, and retention opportunities

Requirements

What Were Looking For:

• Bi-Lingual (Spanish/English) REQUIRED
• Licensed in Property & Casualty Insurance REQUIRED
• Experienced in servicing Auto, Home, Landlord, and Renters Insurance policies
• Professional, calm, and customer-focused with strong phone skills
• Aggressive sales mindset with the ability to cross-sell effectively
• Driven, focused, and able to multitask in a fast-paced environment
• Passionate about customer service and motivated to earn more while growing your career

Why Join Us?

This role offers the best of both worlds: a stable base salary and consistent service responsibilities, combined with the potential for high commissions and career growth. At Allstate Zee Agency, we’ll give you the tools, training, and support to thrive and succeed.

Remote option after 6 months of in office work experience