Bilingual Spanish Insurance CSR - Mon-Fri, PTO, Growth

Allstate - Ronald Sosa

West Covina (CA)

On-site

USD 40,000 - 52,000

Full time

14 days+

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Benefits offered by this job

Paid Time Off (PTO)
Career Growth Opportunities
Retirement Plan
Evenings Off
Mon-Fri Schedule
Hands on Training

Job summary

Allstate West Covina seeks a full-time Customer Service Representative to deliver exceptional service to current clients and new prospects, process policy change requests, and maintain product knowledge. Bilingual in Spanish is required. Licensing within 2 months is necessary; no prior industry experience required but preferred.

The role offers weekday schedule, training, and opportunities for growth. You will manage calls, verify information, collect payments, and refer clients to suitable

Qualifications

  • Bilingual in Spanish is required.
  • Must be licensed or get licensed within 2 months.
  • Proactive, upbeat attitude with urgency.
  • Ability to multi-task and follow-through.
  • Excellent spelling and grammar.

Responsibilities

  • Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
  • Process customer policy change requests.
  • Secure documents from customers.
  • Handle incoming calls from customers.
  • Document each customer contact.
  • Take premium payments from customers.
  • Ask for referrals and explain our referral program.
  • Verify phone numbers, addresses and emails with customers and update information.
  • Be outstanding at relationship building.
  • Respond to inquiries, cancellations, and sales requests within a timeframe.

Skills

Bilingual Spanish
Customer service
Self-motivated
Spelling & grammar
Multitasking
Closing skills
Listening skills

Education

Property & Casualty license (preferred)

Job description

Allstate West Covina seeks a full-time Customer Service Representative to deliver exceptional service to current clients and new prospects, process policy change requests, and maintain product knowledge. Bilingual in Spanish is required. Licensing within 2 months is necessary; no prior industry experience required but preferred.

The role offers weekday schedule, training, and opportunities for growth. You will manage calls, verify information, collect payments, and refer clients to suitable

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