Bilingual Insurance CSR

Jason Street - Allegiance Insurance; Fairfield (NJ); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401k with match

Health benefits

Flexible hours

Salaried pay

Growth opportunities

Job summary

Jason Street - Allegiance Insurance is seeking a Bilingual Insurance CSR / Administrative Assistant to join our team in New Jersey. The role supports producers with prospecting, marketing, and quoting for Commercial, Personal Lines, Life and Benefits accounts.

The candidate will handle data entry, answer phones, guide clients through procedures, and assist with proposals and renewals. The position emphasizes bilingual communication, licensing, and the ability to grow client relationships while

Qualifications

• Must be bilingual in English and Spanish with strong verbal and written communication skills in both languages.
• Must have an active Property & Casualty license.
• Ability to generate new business sales, retain existing business, and to close sales in insurance.
• Proficient in data entry and customer service.
• Familiarity with CRM and insurance documentation processes.

Responsibilities

• Answer phones and greet customers as part of customer service.
• Process and review insurance documentation to ensure completeness.
• Take payments from customers and process them.
• Maintain office supply inventory.
• Back-up for other roles as needed.
• File and maintain customer insurance files (confidential).
• Identify and develop insurance prospects and appropriate markets.
• Create insurance proposals and make sales presentations to prospective clients and bind policies.
• Submit applications and related documentation to insurance markets.

Skills

Bilingual English/Spanish

Active P&C license

Customer service

Tools

CRM software

Job description

Benefits

• Flexible schedule
• Opportunity for advancement
• Training & development

JOB SUMMARY

The Bilingual Insurance CSR / Administrative Assistant will be responsible for data entry and customer service. They will assist producers with prospecting, marketing, and quoting (Commercial/Personal Lines/Life and Benefits Accounts).

PRIMARY RESPONSIBILITIES AND DUTIES

Customer Services include answering phones and greeting customers.

Process and review insurance documentation and ensure all documents are complete.

Take payments from customers and process them.

Maintain office supply inventory.

Serve as a back-up for other jobs as necessary.

File and maintain customer insurance files. This information is personal and confidential.

Identifies and develops insurance prospects and appropriate markets.

Creates and maintains client or prospect lists.

Creates insurance proposals; makes sales presentations to prospective and binds policies with existing clients on new and renewal business

Completes and submits applications and related documentation to appropriate insurance markets.

Prepares, requests, and sends binders to insureds.

Educates clients concerning agency payment expectations and cancellation procedures.

Acknowledges non-standard coverage limitations and binding restrictions to document file and lower errors and omissions exposures.

Travel may be required

Retention and Continuous Marketing

Explains coverages and exclusions and documents explanations in CRM for future reference.

Works with clients to ensure limit and coverage adequacy.

Provides needed information and clarifications about clients to company personnel, and documents system by transaction date.

Creates letters to clients offering coverage, and sharing information and advice regarding insurance matters. Uses these to round out accounts fully.

Review existing policy coverages, at least annually, to upgrade accounts and remarket, if necessary.

Assists producer staff to collect client information in preparation of schedules of insurance, summaries, and renewal proposals.

Review appropriate policy change requests and other account activity.

Documents automated file as appropriate. Uses each client contact as an opportunity for coverage review and marketing of need covered.

Recommends and helps insureds carry out loss control programs, independently and with company loss control staff.

Contacts insureds to assist in collection of past due premiums or audit amounts.

Retains assigned percentage of accounts at each renewal.

Continues to develop relationships with the insured.

Accepts and handles any duties/prospects as assigned by agency management.

Personal and Organizational Development

Identifies training needs with assistance from managers.

Develops a personal improvement plan, and take responsibility for learning and improving skills regularly.

Reads and interprets technical manuals and insurance information from carriers, vendors, publishers, etc.

KNOWLEDGE, SKILLS, AND ABILITIES

Must be bilingual in English and Spanish with strong verbal and written communication skills in both languages

Must have an active Property & Casualty license

Ability to communicate verbally and in writing with others, to explain complex issues, to receive and interpret complex information, and to respond appropriately.

Ability to understand written and oral communication and to interpret abstract information.

Ability to obtain licensing (Property and Casualty License).

Ability to generate new business sales, retain existing business, and to close sales in insurance.

Ability to carry out complex tasks with concrete and abstract variables.

Ability to utilize computer programs and understand functionality.

Benefits

• 401k with match
• Health benefits
• Flexible hours
• Salaried pay
• Growth opportunities

Join our team and contribute to our success in providing top-notch insurance services!