Bilingual Licensed Insurance CSR — Remote/Hybrid

The Juris Agency; Joshua (TX); Hybrid; USD 42,000 - 60,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Mon-Fri Schedule

Career Growth Opportunities

Job summary

Angela Warmath Allstate Agency in Joshua, TX seeks a seasoned bilingual Customer Service Representative (English/Spanish) with Allstate binding authority and agency-side experience to provide white-glove client support and identify cross-sell opportunities.

The role offers remote, hybrid, or on-site work options, with responsibilities spanning policy changes, payments, reviews, and meticulous documentation to meet agency standards and production goals.

Qualifications

• Minimum 1 year of experience working with Allstate
• Current or previous Allstate binding authority
• Bilingual Spanish/English required
• Agency-side customer service experience required
• Strong communication and organizational skills
• Ability to work independently in a remote, hybrid, or office setting

Responsibilities

• Customer Service & Policy Support
• Process policy changes and endorsements
• Accept and process customer payments
• Conduct customer policy reviews
• Maintain accurate documentation and follow-through on all client requests
• Deliver outstanding customer service while strengthening client relationships
• Claims & Inspections Support
• Guide clients through the claims process with empathy and professionalism
• Explain inspection requirements and timelines to new clients
• Follow up on inspections and outstanding underwriting items
• Serve as a trusted point of contact throughout the customer experience
• Sales & Cross-Selling Expectations
• Conduct a minimum of 25+ customer policy reviews per month
• Follow the agency’s Asset 360 review conversation model
• Identify coverage gaps and uncover cross-sell opportunities
• Write and close a minimum of 10 VC items per month

Skills

Bilingual Spanish/English

Allstate systems experience

Agency-side customer service

Strong communication

Organization

Independent work in remote/hybrid/onsi

Job description

Angela Warmath Allstate Agency in Joshua, TX seeks a seasoned bilingual Customer Service Representative (English/Spanish) with Allstate binding authority and agency-side experience to provide white-glove client support and identify cross-sell opportunities.

The role offers remote, hybrid, or on-site work options, with responsibilities spanning policy changes, payments, reviews, and meticulous documentation to meet agency standards and production goals.