Bilingual Insurance CSR & Admin Specialist

Jason Street - Allegiance Insurance; Fairfield (NJ); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

401(k)

Competitive salary

Training & development

Health benefits

Flexible hours

Professional growth opportunities

Employer 401(k) match

Job summary

Jason Street - Allegiance Insurance is seeking a Bilingual Insurance Customer Service Representative (CSR) / Administrative Assistant to join our agency. You will provide customer service and administrative support while assisting with policy servicing, documentation, quoting, renewals, and account management.

The ideal candidate is organized, dependable, detail-oriented, and comfortable communicating with clients in both English and Spanish.

Qualifications

• Bilingual in English and Spanish with strong communication skills.
• Active Property & Casualty license required.
• Insurance agency or customer service experience preferred.
• Ability to explain insurance information clearly and maintain confidentiality.
• Strong organizational skills and ability to multitask in a fast-paced office.

Responsibilities

• Answer incoming phone calls and assist clients with general policy questions and service needs.
• Greet and assist customers in a professional and friendly manner.
• Process and review insurance documents for accuracy and completeness.
• Accept and process customer payments.
• Maintain accurate and confidential client files and records.
• Assist producers with prospecting, marketing, quoting, and account servicing.
• Prepare insurance applications, proposals, binders, and other policy documentation.
• Submit applications and supporting documentation to appropriate insurance carriers.
• Assist clients with policy changes, renewals, billing questions, and coverage-related requests.
• Maintain client and prospect information within the agency's CRM or management system.
• Follow up with clients regarding outstanding documentation, payments, or other account needs.
• Assist with annual policy reviews and remarketing when appropriate.
• Support retention efforts by maintaining strong relationships with existing clients.
• Assist with office organization and maintaining office supply inventory.
• Provide administrative support and assist with additional agency responsibilities as needed.
• Occasional travel may be required.

Skills

Bilingual English/Spanish

Customer service experience

Communication skills

Organizational skills

Multitasking

Detail-oriented

Sales & account retention

Education

Active Property & Casualty license

Tools

CRM systems

Office software

Job description

Jason Street - Allegiance Insurance is seeking a Bilingual Insurance Customer Service Representative (CSR) / Administrative Assistant to join our agency. You will provide customer service and administrative support while assisting with policy servicing, documentation, quoting, renewals, and account management.

The ideal candidate is organized, dependable, detail-oriented, and comfortable communicating with clients in both English and Spanish.