Bilingual Customer Service Rep (EN/ES) - Insurance

Team IRG; Des Moines (IA); On-site; USD 21,000 - 28,000; Part time

Job summary

Centro Insurance is growing and seeks a dependable, detail-oriented Bilingual Customer Service Representative (Spanish and English) to join our on-site team. This part-time role is ideal for someone who enjoys helping others, stays organized, and thrives in a fast-paced, collaborative environment.

You will verify signatures and payments, prepare quotes, send documents, assist with renewals, and support sales and marketing tasks.

Qualifications

• Bilingual in English and Spanish.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication.
• Customer-focused mindset.
• Ability to multitask and handle various administrative duties.
• Willingness to learn insurance systems and processes.
• Desire to obtain insurance license in the future.

Responsibilities

• Verify that all signatures have been secured on applications.
• Verify that all payments have been received on policies/renewals.
• Prepare quotes for personal lines for producers to tweak and sell.
• Send documents to lenders, clients, etc.
• Sit on hold with mortgage companies to get payments expedited.
• Check the daily carrier alerts to see if subjective requirements have been submitted.
• Prepare service requests so that account managers/producers can finish them up.
• Monitor renewals and remarket where necessary so that account managers/producers can follow-up with clients to either stay put or change.
• Send renewal checklist to clients to monitor for changes on their side which require changes to policy sets, cross sell opportunities, or update paperwork.
• Reach out personally to past defectors to obtain a new opportunity to earn their business.
• Collect data from sources to produce lists for commercial marketing initiatives.
• Do data collection on clients who can be put into a new cross-sell campaign.
• Some light Canva work to support various marketing efforts.
• Process and attach mail that comes and is scanned.
• Update Mortgagee Clauses.

Skills

Bilingual English/Spanish

Organizational skills

Communication skills

Customer focus

Multitasking

Insurance systems

Licensing pursuit

Tools

Canva

Job description

Centro Insurance is growing and seeks a dependable, detail-oriented Bilingual Customer Service Representative (Spanish and English) to join our on-site team. This part-time role is ideal for someone who enjoys helping others, stays organized, and thrives in a fast-paced, collaborative environment.

You will verify signatures and payments, prepare quotes, send documents, assist with renewals, and support sales and marketing tasks.