Bilingual Insurance CSR & Sales Specialist

Fred Loya Insurance Agency; Houston (TX); On-site; USD 28,000 - 36,000; Full time

Job summary

Fred Loya Insurance Agency in Houston seeks a customer service oriented Insurance Assistant. You will handle policy inquiries, process payments, and identify client needs to support quotes, renewals, and cancellations.

The role requires reliability and strong communication within a fast-paced office environment. Responsibilities include assisting with marketing initiatives for new business, maintaining a tidy workspace, and complying with licensing requirements.

Qualifications

• Computer literate from basic to intermediate skills.
• Bilingual English/Spanish is helpful.
• Must have excellent communication skills, be assertive, and provide a first-rate experience for customers.
• Must pass state licensing requirements.
• Flexible schedule.
• Reliable transportation.

Responsibilities

• Provides professional, courteous service to internal and external customers
• Answers any questions regarding customer’s policy
• Accept payments and process transactions
• Identify any potential needs the customer may have regarding their policy
• Follow up with customers on quotes, renewals, and cancellations
• Involved with marketing initiatives for new business development on an as-needed basis
• Maintain a neat and clean work area and office
• FNOL's (vehicle inspections)
• Position is full time
• Other duties as assigned

Skills

Computer literate

Bilingual English/Spanish

Excellent communication skills

Education

High School Diploma

Previous customer service experience

Job description

Fred Loya Insurance Agency in Houston seeks a customer service oriented Insurance Assistant. You will handle policy inquiries, process payments, and identify client needs to support quotes, renewals, and cancellations.

The role requires reliability and strong communication within a fast-paced office environment. Responsibilities include assisting with marketing initiatives for new business, maintaining a tidy workspace, and complying with licensing requirements.