Bilingual Insurance CSR & Growth‑Oriented Admin

Jason Street - Allegiance Insurance; Fairfield (NJ); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

401k with match

Health benefits

Flexible hours

Salaried pay

Growth opportunities

Job summary

Jason Street - Allegiance Insurance seeks a Bilingual Insurance CSR / Administrative Assistant to handle data entry and customer service while assisting producers with prospecting, marketing, and quoting across Commercial, Personal Lines, Life and Benefits Accounts.

Responsibilities include answering phones, processing documents, collecting payments, maintaining files, and supporting proposals, renewals, and client communications in CRM.

Qualifications

• Must be bilingual in English and Spanish with strong verbal and written communication skills in both languages.
• Active Property & Casualty license required.
• Ability to generate new business sales, retain existing business, and to close sales in insurance.

Responsibilities

• 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.
• Travel may be required.
• 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.

Skills

Bilingual English/Spanish

Education

Property & Casualty license

Job description

Jason Street - Allegiance Insurance seeks a Bilingual Insurance CSR / Administrative Assistant to handle data entry and customer service while assisting producers with prospecting, marketing, and quoting across Commercial, Personal Lines, Life and Benefits Accounts.

Responsibilities include answering phones, processing documents, collecting payments, maintaining files, and supporting proposals, renewals, and client communications in CRM.