Bilingual Insurance Client Advisor & Service Pro

Alex Mora Insurance Agency, Inc.; Santa Ana (CA); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Base salary plus commission/bonus

Group health plan

Dental and Vision paid by owner

Group Life $75,000 paid by owner

401k with 4% match

Paid time off

Job summary

Alex Mora - State Farm Agent in Santa Ana, CA is seeking an organized Customer Service Representative to support insurance agents, maintain client relations, and contribute to growth through sales-minded activities.

The role emphasizes relationship-building, prompt service, and a proactive marketing mindset within a fast-paced office environment. Training and licensing opportunities are available for Property & Casualty and Life/Health lines.

Qualifications

• Bilingual Spanish is required.
• Dedicated to customer service.
• Sales experience in external, internal, retail, or telemarketing settings is preferred.
• Able to obtain Property and Casualty license.
• Able to obtain Life/Health license.
• Able to achieve agreed marketing goals.
• Interested in marketing products based on customer needs.

Responsibilities

• Establish customer relationships and follow up with customers as needed.
• Provide prompt, accurate, and friendly customer service—including inquiries about insurance availability, coverages, policy changes, transfers, claims, and billing.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Use effective communication to meet customer needs while promoting business growth.

Skills

Bilingual Spanish

Customer service oriented

Sales experience

License eligibility

Marketing interest

Job description

Alex Mora - State Farm Agent in Santa Ana, CA is seeking an organized Customer Service Representative to support insurance agents, maintain client relations, and contribute to growth through sales-minded activities.

The role emphasizes relationship-building, prompt service, and a proactive marketing mindset within a fast-paced office environment. Training and licensing opportunities are available for Property & Casualty and Life/Health lines.