Bilingual Customer Relations Trainee - Insurance Growth

Neilzeitz; Philadelphia (Philadelphia County); On-site; USD 20,664 - 30,307; Full time

Benefits offered by this job

Hourly pay + commission

Paid time off (vacation & personal/sic

Career growth potential

Job summary

Neil Zeitz seeks a Bi-Lingual Spanish/English Customer Relations Representative Trainee to deliver exceptional client experiences at the insurance agency. You will resolve inquiries, coordinate with team members, and anticipate community needs while growing in a customer-focused role.

The position emphasizes empathy, attention to detail, and the potential for internal advancement as you build relationships with clients and support the office's services.

Qualifications

• Ability to obtain Property & Casualty, Life, Accident & Health licenses.
• Dedicated to customer service.
• Able to relate to customers, answer questions, and anticipate needs.
• Excellent communication to assist customers and coordinate with team.
• Proactive in problem-solving.

Responsibilities

• Establish customer relationships and follow up with customers as needed.
• Provide prompt, accurate, and friendly customer service, including inquiries about insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Educate customers about insurance options using a needs-based review process.
• Use effective communication to meet customer needs while promoting business development.

Skills

Licensing: P&C/Life/A&H

Customer service

Customer empathy

Excellent communication

Proactive problem-solving

Job description

Neil Zeitz seeks a Bi-Lingual Spanish/English Customer Relations Representative Trainee to deliver exceptional client experiences at the insurance agency. You will resolve inquiries, coordinate with team members, and anticipate community needs while growing in a customer-focused role.

The position emphasizes empathy, attention to detail, and the potential for internal advancement as you build relationships with clients and support the office's services.