Bilingual Insurance CSR (Spanish/English) - Client Advocate

Allstate Corporation; Rancho Cucamonga (CA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Paid Time Off (PTO)

Job summary

Alsop & Associates Insurance Agency in Rancho Cucamonga is seeking a warm, capable Customer Service Representative to join our local office family. If you love helping others, speak fluent Spanish, and enjoy a collaborative workplace, you will fit right in here.

You will be the friendly face and helping hand for our clients, ensuring they feel welcomed and heard. Responsibilities include serving as the primary contact for policyholders, reviewing policies for gaps in coverage, and processing

Qualifications

• Active Property & Casualty Insurance License for California.
• Fluent proficiency in both English and Spanish, both spoken and written.
• At least two years of experience in customer support or insurance services.
• Strong command of standard office software and agency management systems.
• High attention to detail when managing policy documentation.
• Demonstrated history of resolving customer concerns with patience and clarity.

Responsibilities

• Act as the primary point of contact for our policyholders, answering questions and providing guidance on their coverage.
• Use your bilingual skills to ensure every client, regardless of their primary language, feels heard and understood.
• Review existing policies to identify gaps in coverage and suggest meaningful adjustments to better protect our clients.
• Process policy changes, billing inquiries, and claim reporting with accuracy and urgency.
• Document client interactions clearly in our management system to maintain organized and up-to-date records.
• Collaborate with our sales team to provide a seamless transition from onboarding to long-term service.

Skills

Bilingual English/Spanish

Tools

Office software

Agency management systems

Job description

Alsop & Associates Insurance Agency in Rancho Cucamonga is seeking a warm, capable Customer Service Representative to join our local office family. If you love helping others, speak fluent Spanish, and enjoy a collaborative workplace, you will fit right in here.

You will be the friendly face and helping hand for our clients, ensuring they feel welcomed and heard. Responsibilities include serving as the primary contact for policyholders, reviewing policies for gaps in coverage, and processing