Bilingual- Spanish Insurance Receptionist

AA Lares Insurance; Orange (CA); On-site; USD 25,000 - 33,000; Full time

Benefits offered by this job

Commission opportunities

Bonuses for performance

Job summary

AA Lares Insurance is seeking a bilingual Spanish-speaking receptionist to join the team. The role involves front-desk duties, answering phones, handling emails, and data entry across several software platforms. Training will be provided, and weekend or evening support may be required for events.

The ideal candidate enjoys helping people, is detail-oriented, and comfortable with computers. Prior insurance experience is a bonus but not required.

Qualifications

• No prior insurance experience required; training provided.
• Insurance industry experience is a bonus.
• Strong computer skills and willingness to learn new software.

Responsibilities

• Establish relationships with clients, prospects, and companies in person, on the phone, and via email.
• Support teammates with follow-up for clients and prospects.
• Research and resolve billing and coverage questions.
• Promptly respond to client needs via phone or electronic channels.
• Maintain client files and documents across multiple software systems.
• Cultivate new opportunities and offer additional lines of insurance.
• Assist with other office duties as needed.

Skills

Bilingual Spanish

Communication skills

Typing speed

Tools

Microsoft Word

Excel

Outlook

Calculator

Job description

Bilingual- Spanish Insurance Receptionist

AA Lares Insurance

Job Category

Overview

Description

About You:
Enjoy helping people and are detailed oriented. You are comfortable with talking on the phone, communicating over email, and using a computer all day, so you are computer-efficient. You enjoy learning new things, being a part of a culture that cares about our local community, and you desire to be part of a team that is the solution and not the problem. If this sounds like you, please read on.
About Us:
We are a team of people helping people. Our independent insurance business is based on the relationships we build within our Team, our clients, potential clients, our community and the companies we work with. As an independent insurance agency, we work for our clients, not just one insurance company.
Our hours areMonday thru Friday from 8:30 am – 5:30 pm and we will provide training. You may be asked to occasionally work during an evening or weekend to support local and community events.
Job Responsibilities:

• Establish working relationships with clients, potential clients, and companies we represent, in the office, on the phone, email, and on paper.
• Supporting teammates with follow up for clients and prospects.
• Research and resolve billing and coverage questions.
• Promptly respond to client needs either on the phone or electronically.
• Maintain client files and process routine correspondence between our agency and the client or company… both paper records and on our many different software programs
• Cultivate new opportunities and offer additional lines of insurance
• Assist with other office duties as they arise and are needed

Professional and Personal Skills:

• Proficient with Microsoft Word, Excel, Outlook and a calculator
• Type quickly and accurately
• Excellent communication skills both verbal and written
• Organized, structured, punctual and will follow the rules
• Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical and honest

Wages and Compensation:

• We offer competitive wages depending on experience and if you already have an insurance P&C license, commission and bonuses for performance and other benefits are available as well.

Experience Requirements:

• No previous insurance experience is required. We will train and educate the successful candidate. However, having previous experience working within the insurance industry is a bonus.