Bilingual Client Services & Operations Specialist

Farmers Insurance - Jonathan Quiñónez; Norman (OK); On-site; USD 22,000 - 36,000; Full time

Benefits offered by this job

Hourly Base Salary + Bonus Opportunit

Career Growth Opportunities

Flexible Schedule

Mon-Fri Schedule

Job summary

Farmers Insurance - Jonathan Quinonez in Norman, OK seeks a bilingual English/Spanish Client Service & Agency Operations Assistant for in-office support. The role focuses on client service, administrative tasks, follow-up, and keeping the agency running smoothly during afternoon and early evening hours.

You will greet clients, handle calls, update CRM, assist with onboarding, quotes, and referrals, and communicate with clients in both English and Spanish.

Qualifications

• Fluent in English and Spanish to communicate with clients.
• Strong verbal and written communication skills.
• Highly organized, detail-oriented and reliable.
• Able to multitask in a fast-paced office environment.

Responsibilities

• Answer incoming phone calls and assist clients
• Greet clients who visit the office
• Communicate with clients in both English and Spanish
• Schedule appointments and callbacks
• Follow up with clients for documents and information
• Assist with onboarding new clients
• Track outstanding tasks and follow-ups
• Update CRM and client records
• Organize documents and administrative files
• Follow up on pending quotes and applications
• Help clients with basic service requests
• Identify opportunities for additional insurance needs and communicate them to the licensed agent
• Request referrals and assist with client follow-up
• Keep daily tasks organized and ensure nothing falls through the cracks
• Provide general administrative and operational support
• Escalate questions requiring a licensed insurance professional

Skills

Bilingual English/Spanish

Client Service

Communication

Organization

Multitasking

Proactive

Punctual

CRM software

Office software

Tools

CRM software

Office suite

Job description

Farmers Insurance - Jonathan Quinonez in Norman, OK seeks a bilingual English/Spanish Client Service & Agency Operations Assistant for in-office support. The role focuses on client service, administrative tasks, follow-up, and keeping the agency running smoothly during afternoon and early evening hours.

You will greet clients, handle calls, update CRM, assist with onboarding, quotes, and referrals, and communicate with clients in both English and Spanish.