Bilingual Insurance Office CSR: Growth, PTO & Bonus

Phil Cothran; Fontana (CA); On-site; USD 34,000 - 40,000; Full time

Benefits offered by this job

Opportunity for advancement

Paid time off

Training & development

Bonus based on performance

Competitive salary

Free food & snacks

Job summary

Cothran Carroll State Farm in Fontana, CA is seeking an Office Representative to deliver exceptional client experiences and support the growth of a local insurance agency. You will assist customers with inquiries, process policy changes, and coordinate with team members to ensure smooth operation.

The role requires bilingual Spanish, strong communication, and a customer-focused mindset. This is a full-time position with opportunities for advancement, paid time off, and performance-based bonuses.

Qualifications

• 2+ years in customer service experience preferred.
• Able to effectively relate to a customer, answer their questions, and anticipate their needs.
• Excellent communication skills to assist customers and coordinate with other agency team members.
• Proactive problem-solving skills.
• Ability to obtain the P & C, and Life, Accident, Health and Sickness Insurance Licenses.
• Bilingual Spanish - required (in qualifications section).

Responsibilities

• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Use a customer-focused, needs-based review process to educate customers about insurance options and identify potential gaps in insurance.
• Use exception communication to efficiently meet the needs of customers while promoting the development of our business.
• Upselling of higher coverages or additional lines of business
• Drive the growth of our office Google reviews.

Skills

Customer service

Bilingual Spanish

Communication skills

Proactive problem-solving

Job description

Cothran Carroll State Farm in Fontana, CA is seeking an Office Representative to deliver exceptional client experiences and support the growth of a local insurance agency. You will assist customers with inquiries, process policy changes, and coordinate with team members to ensure smooth operation.

The role requires bilingual Spanish, strong communication, and a customer-focused mindset. This is a full-time position with opportunities for advancement, paid time off, and performance-based bonuses.