Bilingual Insurance Customer Service Representative

The Juris Agency; Fremont (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Paid time off

Mon-Fri schedule

Hands-on training

Licensing support

Tuition reimbursement

Career growth opportunities

Sick leaves

Job summary

Lin Zhao Insurance Agency, a Farmers Insurance agency, in Fremont, CA, seeks a bilingual Insurance Customer Service Representative fluent in English and Mandarin Chinese or Spanish. This full-time, in-person role offers $25–$30 per hour base, plus commissions and bonuses, with target total compensation around $80,000 when goals are met.

You will assist clients with insurance needs, build relationships, generate leads, prepare quotes, and handle renewals, billing questions, and documents, with

Qualifications

• Fluent in English; fluent in Mandarin Chinese or Spanish preferred.
• Excellent communication and active listening skills.
• Strong follow-through and customer service orientation.
• Ability to meet service and sales goals.
• Insurance or financial services experience valued but not required.

Responsibilities

• Serve as the first point of contact for clients and prospects by phone, email, and in person.
• Identify insurance needs and recommend appropriate coverage options.
• Generate leads and follow up on referrals and quotes.
• Prepare applications and assist with renewals, billing questions, and payments.
• Maintain accurate client records and collaborate with the team.

Skills

Fluent English

Bilingual (Mandarin/Spanish)

Customer service

Sales

Relationship building

Education

High school diploma or equivalent

Associate or Bachelor’s preferred

Tools

CRM software

Microsoft Office

Job description

Job Description

$25–$30 per hour base pay, depending on experience, plus commissions and performance bonuses.

Full-time | Monday–Friday | In person in Fremont, CA

Lin Zhao Insurance Agency, a Farmers Insurance agency, is hiring a Bilingual Insurance Customer Service Representative fluent in English and either Mandarin Chinese or Spanish.

You’ll help existing clients with their insurance needs, build lasting relationships, and support agency growth through lead generation, quote follow-up, and appropriate coverage recommendations. This role combines customer service with sales responsibilities, with hands-on training and mentorship to develop your insurance knowledge and skills.

Experience in insurance, customer service, sales, banking, or financial services is valued. Insurance experience is not required to apply; strong communication, initiative, and consistent follow-through are essential.

Target total annual compensation is approximately $80,000, including base pay, commissions, and bonuses, when established service and sales goals are met. Actual incentive earnings vary with performance; target compensation is not guaranteed.

Benefits:

• Paid time off and a Monday–Friday schedule.
• Hands-on training and mentorship.
• Insurance licensing support.
• Tuition reimbursement.
• Career development and growth opportunities.

Benefits

• Paid Time Off (PTO)
• Hands on Training
• Tuition Reimbursement
• Mon-Fri Schedule
• Career Growth Opportunities
• Sick leaves

Responsibilities

• Serve as the first point of contact for clients and prospects by phone, email, and in person, responding professionally and following through on requests.
• Build client relationships, identify insurance needs, explain coverage options, and recommend appropriate solutions.
• Generate leads and follow up on referrals, outstanding quotes, and new business opportunities to support agency growth.
• Prepare quotes and applications, process policy changes, and assist with renewals, billing questions, payments, and insurance documents.
• Maintain accurate and confidential client records, organize follow-up activities, and collaborate with the team to meet customer service and sales goals.

Requirements

• Fluent in English and either Mandarin Chinese or Spanish, spoken and written. Cantonese proficiency is a plus.
• Strong customer service, interpersonal, communication, and active listening skills, with consistent follow-through.
• Self‑motivated and dependable, with a positive attitude, strong work ethic, attention to detail, and the ability to organize multiple priorities in a fast‑paced environment.
• Comfortable initiating conversations with clients and prospects, identifying needs, following up on leads, and working toward service and sales goals.
• Comfortable using email and Microsoft Office and learning agency software. Familiarity with CRM or agency management software is preferred.
• High school diploma or equivalent required; an associate’s or bachelor’s degree is preferred. Experience in insurance, customer service, sales, banking, or financial services is a plus.
• A California Property & Casualty insurance license is preferred but not required to apply. Licensing support is provided; the required license must be obtained before your start date.
• Authorized to work in the United States and available to work full-time, Monday–Friday, in person at 1550 Washington Boulevard, Fremont, CA 94539.