Bilingual Insurance Advisor (English+Mandarin/Spanish)

The Juris Agency

Fremont (CA)

On-site

USD 60,000 - 90,000

Full time

6 days ago
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Benefits offered by this job

Paid time off
Mon-Fri schedule
Hands-on training
Licensing support
Tuition reimbursement
Career growth opportunities
Sick leaves

Job summary

Lin Zhao Insurance Agency, a Farmers Insurance agency, in Fremont, CA, seeks a bilingual Insurance Customer Service Representative fluent in English and Mandarin Chinese or Spanish. This full-time, in-person role offers $25–$30 per hour base, plus commissions and bonuses, with target total compensation around $80,000 when goals are met.

You will assist clients with insurance needs, build relationships, generate leads, prepare quotes, and handle renewals, billing questions, and documents, with

Qualifications

  • Fluent in English; fluent in Mandarin Chinese or Spanish preferred.
  • Excellent communication and active listening skills.
  • Strong follow-through and customer service orientation.
  • Ability to meet service and sales goals.
  • Insurance or financial services experience valued but not required.

Responsibilities

  • Serve as the first point of contact for clients and prospects by phone, email, and in person.
  • Identify insurance needs and recommend appropriate coverage options.
  • Generate leads and follow up on referrals and quotes.
  • Prepare applications and assist with renewals, billing questions, and payments.
  • Maintain accurate client records and collaborate with the team.

Skills

Fluent English
Bilingual (Mandarin/Spanish)
Customer service
Sales
Relationship building

Education

High school diploma or equivalent
Associate or Bachelor’s preferred

Tools

CRM software
Microsoft Office

Job description

Lin Zhao Insurance Agency, a Farmers Insurance agency, in Fremont, CA, seeks a bilingual Insurance Customer Service Representative fluent in English and Mandarin Chinese or Spanish. This full-time, in-person role offers $25–$30 per hour base, plus commissions and bonuses, with target total compensation around $80,000 when goals are met.

You will assist clients with insurance needs, build relationships, generate leads, prepare quotes, and handle renewals, billing questions, and documents, with

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