Bilingual Customer Service Representative

gobravvo; Gaithersburg (MD); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Professional development resources

Job summary

State Farm’s independent agent seeks a Bilingual Customer Service Representative to support clients in English and Spanish. You will assist with policy changes, billing questions, and account servicing, while educating customers on insurance products and financial services.

A customer-centric, detail-oriented approach is essential in a collaborative team environment. The role emphasizes meaningful client relationships, compliance with regulations, and opportunities for professional growth within

Qualifications

• Fluency in English and Spanish (spoken and written).
• Strong communication and problem-solving skills essential.
• Self-motivated, positive attitude, and team-oriented.
• Previous sales or customer service experience preferred but not required.
• Ability to stay calm in high-stress situations.
• License in Property & Casualty and/or Life & Health insurance is preferred; willingness to obtain licensure after hire.

Responsibilities

• Serve as the main point of contact for clients, addressing policy changes, billing questions, and account servicing in English and Spanish.
• Educate clients about available insurance products and financial services.
• Process requests efficiently while ensuring regulatory compliance.
• Build and maintain long-term relationships with customers and collaborate with colleagues to meet targets.
• Follow up on quotes, policy renewals, and outstanding requests.

Skills

bilingual English/Spanish

communication skills

problem solving

self-motivation

team player

sales/customer service experience (pre

Job description

The Bilingual Customer Service Representative plays a vital role in delivering exceptional support and service to clients seeking insurance products and guidance. Acting as the primary point of contact, this professional ensures that each client receives personalized attention, clear communication, and expert assistance throughout their relationship with the agency. This position is ideal for individuals fluent in both English and Spanish, who excel at connecting with diverse customers and thrive in environments where relationship-building and proactive service are valued.

The Bilingual Customer Service Representative is responsible for supporting current clients with policy changes, servicing accounts, assisting with claims, and helping clients understand their insurance options and coverage. By leveraging their bilingual skills and deep knowledge of insurance products, these representatives are uniquely positioned to address client questions, resolve concerns, and identify opportunities to recommend additional coverage that best fits the customer’s needs. This role requires a customer-centric approach, strong attention to detail, and a genuine desire to help individuals protect their assets and well-being.

As part of a collaborative agency team, the Bilingual Customer Service Representative works closely with colleagues to achieve office goals, maintain compliance with insurance regulations, and ensure all account records are accurate and up to date. This position is well-suited for individuals who are self-motivated, enjoy problem-solving, and are enthusiastic about supporting others in making informed insurance decisions. The agency values empathy, integrity, and a passion for outstanding service, offering opportunities for professional growth within the dynamic insurance industry.

The Bilingual Customer Service Representative role offers a supportive environment for professional growth and development. Working in this position provides valuable experience in the insurance sector and can be a stepping stone to advanced roles within the agency. The agency values diversity and is committed to providing equal employment opportunities for all applicants.

State Farm and its agents are independent contractors who hire their own employees. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Agents are responsible for and make all employment decisions regarding their employees.

Bilingual Customer Service Representative - Summary

• Serve as the main point of contact for clients, providing support in both English and Spanish.
• Deliver exceptional customer service by assisting with policy changes, billing questions, and account servicing.
• Educate clients about available insurance products and financial services.
• Process client requests efficiently while maintaining compliance with industry regulations.
• Work collaboratively with agency team members to achieve shared goals and deliver a positive customer experience.

Duties & Responsibilities

• Build and maintain strong, lasting relationships with customers through consistent and personalized service.
• Assist clients with policy changes, billing questions, claims support, and general account servicing in English and Spanish as needed.
• Conduct policy reviews to ensure customers’ coverage aligns with their evolving needs and circumstances.
• Educate customers on available insurance and financial service products, answering questions and providing clear explanations.
• Identify and recommend additional products and services based on a thorough understanding of customer needs and preferences.
• Follow up with clients regarding quotes, policy renewals, outstanding requests, and ensure timely resolution of inquiries.
• Accurately process customer service requests and maintain detailed, confidential account records.
• Collaborate with agency colleagues to meet and exceed both individual and team performance targets.
• Ensure full compliance with company guidelines and all applicable insurance regulations.

Salary & Benefits

• Compensation and benefits packages are competitive and commensurate with experience and qualifications.
• Opportunities for bonuses or incentives may be available based on performance and office goals.
• Benefits may include health insurance, paid time off, and professional development resources.

Qualifications & Requirements

• Fluency in English and Spanish, both spoken and written, is required.
• Strong communication and problem-solving skills are essential.
• Self-motivation, a positive attitude, and a strong work ethic are highly valued.
• Previous experience in sales or customer service is preferred but not required.
• Ability to remain calm and effective during high-stress situations.
• Property & Casualty and/or Life & Health insurance license is preferred; willingness to obtain licensure after hire is accepted.

Ideal Candidate Snapshot

• Empathetic and customer-focused professional dedicated to helping others.
• Skilled at building rapport and fostering long-term client relationships.
• Detail-oriented, organized, and capable of handling multiple priorities.
• Team player who contributes positively to a collaborative workplace environment.
• Driven to grow professionally and seize career advancement opportunities within the insurance industry.

Other Relevant Information

• The Bilingual Customer Service Representative role offers a supportive environment for professional growth and development.
• Working in this position provides valuable experience in the insurance sector and can be a stepping stone to advanced roles within the agency.
• The agency values diversity and is committed to providing equal employment opportunities for all applicants.