Bilingual Customer Service Representative (Property & Casualty Insurance Agent)

InsureOne Insurance Services America, LLC.; Houston, Northern (TX, KY); On-site; USD 37,000 - 50,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401K plan with employer match

Paid time off (holidays, vacation, and

Personal time

Annual incentive trip

Fitness discount

Employee Assistance Program

Disability insurance

Hospital indemnity

Universal life

Critical illness

Accident insurance

Pet insurance

Job summary

InsureOne Insurance Services America, LLC. in Houston, TX seeks a Bilingual Customer Service Representative (Property & Casualty) to service and retain an existing book of personal lines clients.

You will advise on coverages, handle endorsements and cancellations, and pursue cross-sell opportunities while delivering a white-glove client experience. The role requires a Property & Casualty license, bilingual fluency in English and Spanish, and 1+ year of CS experience in a fast-paced environment.

Qualifications

• Active Property & Casualty license is required for consideration.
• High school diploma or equivalent.
• Bilingual—fluent in English and Spanish.
• P&C Insurance experience.
• 1+ years of customer service experience.
• Excellent attention to detail and organizational skills.
• Ability to work well independently and on a team.
• Precise verbal and written communication skills.
• Ability to work in a fast-paced environment.
• Ability to deliver a tailored, white-glove experience to all clients.

Responsibilities

• Manage an existing book of business, focusing on growth and retention while delivering exceptional customer service.
• Routinely conduct consultative conversations with clients to ensure all coverage needs are addressed.
• Generate and sell cross-sell, referral, and up-sell opportunities.
• Assist customers with billing, endorsements, copies of insurance documents, etc.

Skills

Bilingual English/Spanish

Customer service

Education

Property & Casualty license

Job description

Bilingual Customer Service Representative (Property & Casualty Insurance Agent)

Job Category: Sales

Requisition Number: BILIN040413

• Full-Time

Locations

Houston, TX 77079, USA

Description

About Us:

InsureOne is part of Confie, one of the largest privately owned insurance agencies/brokers in the United States. Established over three decades ago, InsureOne has locations across the US to better serve our clients. Our knowledgeable team of insurance professionals comprises local agents who take pride in providing quality service, rates, and coverage options tailored to our clients’ individual needs. Our agents specialize in crafting a special partnership with customers to ensure a white-glove experience.

Join the winning team at InsureOne, part of Confie, which has been ranked as #1 in Insurance Journal's annual Top 50 Personal Lines Agency for the tenth consecutive year in 2025.

What We Offer:

• Competitive compensation structure
• Continuous on-going training and mentorship
• Growth-oriented culture with fast advancement potential
• Comprehensive Benefits package including medical, dental, vision, and life insurance
• Comprehensive 401K plan with competitive employer match
• Paid time off including holidays, vacation, and personal time
• Annual incentive trip for top performers
• Fitness perks: A corporate discount at 24-Hour Fitness makes staying active more accessible.
• Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost.
• Extra Perks: Access to disability, hospital indemnity, universal life, critical illness, and accident insurance plans. We even offer pet insurance.

The pay range for a Personal Lines Service Consultant is $37,440 - $49,920+ year (DOE) + performance-based bonuses

The office address is 11767 Katy Freeway Ste 200 Houston, TX 77079 .

What You Will Do:

The Personal Lines Service Consultant would focus on servicing and retaining an existing book of business, advising clients on coverages, as well as completing endorsements and cancellations, managing retention, and policy issuance for our clients. This role also places a focus on service and sales, as we encourage our Service Consultants to generate and sell cross-sell opportunities and analyze coverage to meet our clients’ needs.

• Manage an existing book of business, focusing on growth and retention while delivering exceptional customer service
• Routinely conduct consultative conversations with our clients to ensure all coverage needs are addressed
• Generate and sell cross-sell, referral, and up-sell opportunities
• Work with customers to provide exceptional service while resolving customer requests/concerns, such as, but not limited to, billing, endorsement, copies of insurance documents, etc.
• Completes all required applications and documentation according to carrier and company guidelines
• Meet personal/team qualitative and quantitative service and sales targets as assigned
• Support all company initiatives as requested, guided by our company’s WE CARE values, sales culture, and business needs
• Maintain a professional demeanor in all interactions with both internal and external customers

Qualifications:

• An active Property & Casualty license is required for consideration
• High school diploma or equivalent
• Bilingual- fluent in English and Spanish
• P&C Insurance experience
• 1+ years of customer service experience
• Excellent attention to detail and organizational skills
• Ability to work well independently and on a team
• Precise verbal and written communication skills
• Ability to work in a fast-paced environment
• Ability to deliver a tailored, white-glove experience to all clients

Preferred Attributes:

• Bachelor’s Degree

Required

Dept of Insurance License

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.